PLANADVISER - July/August 2018 - 43

Are you a GRPAA Member?
GRPAA memb e R
GRPAA memb e R
Steve Glasgow
f i Rm
Janney Montgomery Scott LLC
Loc At i on
Franklin, TN
Over 20
y e AR s i n t h e bus i n e s s
R e A s on foR j o i n i nG
I wanted to be affiliated with true industry
leaders in the retirement plan space, and
have access to resources and the networks
that make us better for our clients and
their participants.
P Roude s t Ach i e v eme n t
Either implementing a strategy in 2000 that
took an underfunded Defined Benefit Plan
to overfunded status before the company
terminated the plan (resulting in additional
non-elective contributions to all 401k participants)
and liquidated, OR building a startup
consulting practice from the bottom of the
market in 2009 to over $2B in retirement
plan assets.
fAm i Ly
Wife - Teresa, son - Carson (17) and
daughter, Campbell (14).
GRP Advisor Alliance
(949) 359-0031
Manuel Rosado
f i Rm
Spectrum Investment Advisors, Inc.
Loc At i on
Mequon, WI
20
y e AR s i n t h e bus i n e s s
R e A s on foR j o i n i nG
GRP Advisor Alliance is comprised of
passionate advisors and industry leaders
that help us deliver effective solutions to
P Roude s t Ach i e v eme n t
Personal: Married for 22 years and
actively involved with our children.
fAm i Ly
Married 22 years to Kari, with 2
children: Raquel (18) and Marcos (16).
Professional: Being part of a nationally
recognized advisory practice.
our clients.
that continue to push the envelope in our
business. They provide excellent resources

PLANADVISER - July/August 2018

Table of Contents for the Digital Edition of PLANADVISER - July/August 2018

Speaking Their Language
Stretching the Match
Giving Them a Break
Managed Accounts' Value
Principal Transactions
Statute of Limitations
Prohibited Transaction Relief
PLANADVISER - July/August 2018 - C1
PLANADVISER - July/August 2018 - FC1
PLANADVISER - July/August 2018 - FC2
PLANADVISER - July/August 2018 - C2
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PLANADVISER - July/August 2018 - 42
PLANADVISER - July/August 2018 - 43
PLANADVISER - July/August 2018 - Speaking Their Language
PLANADVISER - July/August 2018 - 45
PLANADVISER - July/August 2018 - 46
PLANADVISER - July/August 2018 - 47
PLANADVISER - July/August 2018 - Stretching the Match
PLANADVISER - July/August 2018 - 49
PLANADVISER - July/August 2018 - Giving Them a Break
PLANADVISER - July/August 2018 - 51
PLANADVISER - July/August 2018 - Managed Accounts' Value
PLANADVISER - July/August 2018 - 53
PLANADVISER - July/August 2018 - Principal Transactions
PLANADVISER - July/August 2018 - Statute of Limitations
PLANADVISER - July/August 2018 - Prohibited Transaction Relief
PLANADVISER - July/August 2018 - C3
PLANADVISER - July/August 2018 - C4
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