GGA Retirement’s consultant and fiduciary services provide compelling benefits for employers and their employees.


  • Reduced liabilities: we reduce significant employer liabilities related to a 401k plan by acting as a 3(38) or 3(21) Plan Fiduciary.

  • Simplified operations: we operate as an “overlay” on top of existing service providers, lifting the investment decision making burden, while offering plan design suggestions and assisting with the vendor evaluation and search processes.


  • Decreased costs: we reduce costs by finding the least expensive mutual fund share class and providing you with a total cost analyst.  All fees are transparent.


  • Educated employees: we create a personal education site for exclusive use by your employees and manage enrollment meetings so employees can understand their plans and make better decisions.


  • Better investments: our rigorous quantitative and qualitative criteria are designed to select managers that will have a much better financial outcome while taking less risk at a lower price point. We provide a private client experience for your employees.

  • Optimized allocations: our easy-to-use online tool and mobile app provides allocation guidance for your employees, developed from our 14-year history managing wealth.


Schedule a Live Demo of Our Online Investment Tool