Working With an Advisor

What does a retirement plan advisor actually do?

A retirement plan advisor helps plan sponsors meet their responsibilities. Depending on the engagement, that can include advising on or managing the investment menu, benchmarking fees, supporting plan governance and committee meetings, coordinating with recordkeepers and other vendors, and helping with participant education. A fiduciary advisor takes on legal responsibility for the advice or services they provide, and the specific scope is defined in a written agreement.

NOTICE OF DISCLAIMER Investment advisory services offered through Global Retirement Partners, LLC, dba Retirement Impact, LLC, an SEC registered investment advisor. Global Retirement Partners, LLC (GRP) dba Retirement Impact, LLC is not a law or accounting firm, and therefore they cannot provide legal or tax advice. The information herein is provided for general information only, and is not intended to constitute legal or tax advice as to an organization's or individual's specific circumstances. Subsequent developments may result in this information becoming outdated or incorrect. It is your obligation to seek current information. You should consult an attorney, accountant, or other legal or tax professional regarding the application of the general information provided here to your organization's specific situation in light of your or your organization's particular needs.

NOTICE OF DISCLAIMER Investment advisory services offered through Global Retirement Partners, LLC, dba Retirement Impact, LLC, an SEC registered investment advisor. Global Retirement Partners, LLC (GRP) dba Retirement Impact, LLC is not a law or accounting firm, and therefore they cannot provide legal or tax advice. The information herein is provided for general information only, and is not intended to constitute legal or tax advice as to an organization's or individual's specific circumstances. Subsequent developments may result in this information becoming outdated or incorrect. It is your obligation to seek current information. You should consult an attorney, accountant, or other legal or tax professional regarding the application of the general information provided here to your organization's specific situation in light of your or your organization's particular needs.

NOTICE OF DISCLAIMER Investment advisory services offered through Global Retirement Partners, LLC, dba Retirement Impact, LLC, an SEC registered investment advisor. Global Retirement Partners, LLC (GRP) dba Retirement Impact, LLC is not a law or accounting firm, and therefore they cannot provide legal or tax advice. The information herein is provided for general information only, and is not intended to constitute legal or tax advice as to an organization's or individual's specific circumstances. Subsequent developments may result in this information becoming outdated or incorrect. It is your obligation to seek current information. You should consult an attorney, accountant, or other legal or tax professional regarding the application of the general information provided here to your organization's specific situation in light of your or your organization's particular needs.