Things are changing in the retirement plan space dramatically. Watch this video to see how PEPs allow employers to reduce their fiduciary responsibilities and provide advisors with opportunity for growth.

Are your clients overwhelmed by the complexities and risks of managing retirement plans? Watch this video to learn about the value of an independent fiduciary.

All PEPs are not the same. Many put only a few responsibilities into the administrator’s hands, leaving employers to cover hundreds more. Watch this short video to see why GPS does it differently.

The GPS team brings decades of ERISA and group plan experience to help stakeholders successfully operate your retirement plan. Find out how GPS is a new kind of fiduciary for a new kind of plan.

Joining a pooled employer plan (PEP) might be the right decision for you or your clients. Explore some key benefits to joining a PEP with members of the GPS team.

July Business Services (“JULY”) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (“CEFEX”) from Broadridge. JULY was evaluated for the readiness of its infrastructure to support compliance with substantially all operational requirements under ERISA and the Internal Revenue Code.

Firm partners with industry leaders to expand access to retirement plans for small businesses. by PETE SWISHER Cambridge, a leading provider of financial solutions to independent financial professionals, is excited to announce the launch of...

San Diego, CA – The Pension Resource Institute, LLC (PRI), a retirement plan compliance, technology, and consulting firm, has added Annie Messer as President, Member Relations, effective March 13, 2023.