Trusted Advisor

We are a fully independent firm that delivers institutional investment quality service for any size asset and wealth management portfolio. We lead with customizable solutions by selecting the best investments for each client portfolio.

CLIENT LOGIN

WE MAKE 401K'S SUCCESSFUL AND SIMPLE

GGA Retirement is an experienced, independent consultant for 401k plans, serving as a 3(38) or 3(21) plan fiduciary.

For employers and financial advisors overseeing retirement plans, we improve employee outcomes through an exclusive investment education app, reduce costs, provide investment fiduciary protection, and ease operational and decision-making burdens.

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)

INQUIRIES

GRANITE GROUP RETIREMENT

OUR SERVICES.

GGA Retirement was established to address investment issues in defined contribution retirement plans that create risks to employers and financial advisors, and sub-optimal outcomes for employees. Our services work seamlessly with a plan’s existing vendors to simplify and improve operations, reduce risks and lead to better employee participation and results. We make your retirement plan successful and simple.

For Employers

3(38) discretionary and 3(21) non-discretionary investment fiduciary to lower your liability

Complete fee transparency to lower costs

Fund evaluation, selection and monitoring to help with your fiduciary responsibility

Flexibility to work with any service provider

Ability to work with any local advisor

Exclusive education site and app for employee allocation help

For Financial Advisors

Financial Advisor continues to lead the client relationship

Services designed to reduce your workload

3(38) discretionary and 3(21) non-discretionary investment fiduciary to lower your liability

Fund evaluation selection and monitoring

White labeled employee education resources

Option to become a non-fiduciary to lower your liability and continue to offer your services to individual clients

EMPLOYERS

FOR ADVISORS