WE MAKE 401K'S SUCCESSFUL AND SIMPLE
We are a valuable resource for employers and financial advisors overseeing retirement plans. We help you improve employee retirement participation and results, and your bottom line by reducing costs, providing investment fiduciary protection, and easing operational and decision-making burdens. We make it easy for employees with exclusive, free online investment education and app that provide guidance that accurately reflects their current needs and goals.
The Granite Group Difference
GGA Retirement is an experienced, independent consultant for 401k plans, serving as a 3(38) or 3(21) plan fiduciary. We are a division of Granite Group Advisors, a wealth management firm established in 2003 to be the investor’s advocate through a business model based on truth and transparency.
Click here to view our brochure (ADV 2), or here to view our Relationship Summary (CRS)
Advantages of Working with Granite Group
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3(38) discretionary and 3(21) non-discretionary investment fiduciary to lower your liability
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Complete fee transparency to lower costs
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Fund evaluation, selection and monitoring to help with your fiduciary responsibility
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Flexibility to work with any service provider
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Ability to work with any local advisor
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Exclusive education site and app for employee allocation help
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Financial Advisor continues to lead the client relationship
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Services designed to reduce your workload
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3(38) discretionary and 3(21) non-discretionary investment fiduciary to lower your liability
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Fund evaluation selection and monitoring
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White labeled employee education resources
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Option to become a non-fiduciary to lower your liability and continue to offer your services to individual clients
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