About Us

GGA Retirement was established to address structural issues in defined benefit
retirement plans that lead to significant financial and operational risks for
employers and sub-optimal outcomes for employees. We are a division of Granite
Group Advisors, a wealth management firm founded in 2003 by executives with
more than 25 years of experience at leading financial organizations.
As an independent, partner-owned firm, we apply our deep experience in
retirement plans and wealth management to resolve issues in defined benefit plans,
including:

About Us

GGA Retirement was established to address structural issues in defined benefit
retirement plans that lead to significant financial and operational risks for
employers and sub-optimal outcomes for employees. We are a division of Granite
Group Advisors, a wealth management firm founded in 2003 by executives with
more than 25 years of experience at leading financial organizations.
As an independent, partner-owned firm, we apply our deep experience in
retirement plans and wealth management to resolve issues in defined benefit plans,
including:

GGA

RETIREMENT

REQUEST CONSULTATION

SERVICES FOR EMPLOYERS

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.