PLANADVISER - July/August 2019 - 39
Are you a GRPAA Member?
Are you a GRPAA Member?
GRPAA memb e R
GRPAA memb e R
GRPAA memb e R
Steve Glasgow
f i Rm
Franklin, TN
Over 20
y e AR s i n t h e bus i n e s s
Franklin, TN
Over 20
R e A s on foR j o i n i nG
Steve Glasgow
f i Rm
Janney Montgomery Scott LLC
Loc At i on
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
P Roude s t Ach i e v eme n t
mar mkaet in 2009 to over $2B in retirement
pants) and liquidated, OR building a s artup
to overfunded status before the company
terminated the plan (resulting in additional
non-elective contributions to all 401k participlan
assets.
pl n assets.
pants) and liquidated, OR building a startup
con csoulntsing practice from the bottom of the
to overfunded status before the company
terminated the plan (resulting in additional
non-elective contributions to all 401k particiulting
practice from the bottom of the
rket in 2009 to over $2B in r tir ment
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
EithEeitr implementing a strategy in 2000 that
took an underfunded Defined Benefit Plan
leaders in the r tir ment plan space, and
have access to resources and the networks
that make us better for our clients and
their participants.
Janney Montgomery Scott LLC
Loc At i on
GRPAA memb e R
Sean Bjork
f i Rm
Loc At i on
Loc At i on
Northbrook, IL
21 21
Northbrook, IL
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
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 industryJoining GRPAA felt like a professional
homecoming. The opportunity to be part
Joining GRPAA felt like a professional
homecoming. The opportunity to be part
for plan participants.
her impl menting a strategy in 2000 that
took an underfunded Defined Benefit Plan
for plan participants.
of a on elite team of independent retirement
valuvalbule in guiding our plan sponsor clients
P Roude s t Ach i e v eme n t
P Roude s t Ach i e v eme n t
Professionally, I am most thankful for the
clients to help move the needle in a posiopporptpuonity
to do something I love, building
rela rteiloantships & trust with our plan sponsor
tive direction for American workers that are
sav sing for retirement. In my community, I
and two great sons.
GRP Advisor Alliance
and two great sons.
(949) 682-8989
Professionally, I am most thankful for the
clients to help move the needle in a posi.
the
love and support from my amazing wife
rtunity to do something I love, building
ionships & trust with our plan sp nsor
tive direction for American wo kers that are
aving for r tir ment. In my community, I
feel privileged to serve as a F refighter/EMT
Above all else I am thankful every day for
feel privileged to serve as a Firefighter/EMT .
Above a l else I am thankful every day for
the love and suppo t from my amazing wife
GRP Advisor Alliance (949) 682-8989
f an elite team of independent r tir ment
reso rurces of the GRPAA team has been inSean
Bjork
f i Rm
BjorBk Asset Management, Inc.
jork Asset Manag ment, Inc.
focused advisors paired with the support and
and working to positively influence outcomes
focused advisors paired with the support and
and working to positively influence outcomes
esources of the GRPAA team has been inable
in guiding our plan sp nsor clients
PLANADVISER - July/August 2019
Table of Contents for the Digital Edition of PLANADVISER - July/August 2019
An Array of Models
2019 Recordkeeper Services Survey
Advice for All
Pension Risk Transfer on the Rise
Investment Oversight Partners
Through the 'Window'
Now Who is a Fiduciary?
Venue Clauses
The SEC's Standard on IRA Rollovers
PLANADVISER - July/August 2019 - C1
PLANADVISER - July/August 2019 - FC1
PLANADVISER - July/August 2019 - FC2
PLANADVISER - July/August 2019 - C2
PLANADVISER - July/August 2019 - 1
PLANADVISER - July/August 2019 - 2
PLANADVISER - July/August 2019 - 3
PLANADVISER - July/August 2019 - 4
PLANADVISER - July/August 2019 - 5
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PLANADVISER - July/August 2019 - 11
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PLANADVISER - July/August 2019 - 19
PLANADVISER - July/August 2019 - 20
PLANADVISER - July/August 2019 - 21
PLANADVISER - July/August 2019 - 22
PLANADVISER - July/August 2019 - 23
PLANADVISER - July/August 2019 - An Array of Models
PLANADVISER - July/August 2019 - 25
PLANADVISER - July/August 2019 - 26
PLANADVISER - July/August 2019 - 27
PLANADVISER - July/August 2019 - 2019 Recordkeeper Services Survey
PLANADVISER - July/August 2019 - 29
PLANADVISER - July/August 2019 - 30
PLANADVISER - July/August 2019 - 31
PLANADVISER - July/August 2019 - 32
PLANADVISER - July/August 2019 - 33
PLANADVISER - July/August 2019 - 34
PLANADVISER - July/August 2019 - 35
PLANADVISER - July/August 2019 - 36
PLANADVISER - July/August 2019 - 37
PLANADVISER - July/August 2019 - 38
PLANADVISER - July/August 2019 - 39
PLANADVISER - July/August 2019 - Advice for All
PLANADVISER - July/August 2019 - 41
PLANADVISER - July/August 2019 - 42
PLANADVISER - July/August 2019 - 43
PLANADVISER - July/August 2019 - Pension Risk Transfer on the Rise
PLANADVISER - July/August 2019 - 45
PLANADVISER - July/August 2019 - Investment Oversight Partners
PLANADVISER - July/August 2019 - 47
PLANADVISER - July/August 2019 - Through the 'Window'
PLANADVISER - July/August 2019 - 49
PLANADVISER - July/August 2019 - Now Who is a Fiduciary?
PLANADVISER - July/August 2019 - Venue Clauses
PLANADVISER - July/August 2019 - The SEC's Standard on IRA Rollovers
PLANADVISER - July/August 2019 - C3
PLANADVISER - July/August 2019 - C4
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