PLANADVISER - July/August 2020 - 37

GRPAA Advisors are Improving
Participant Outcomes with FRS
grpaa memb e r
grpaa memb e r
Steve Glasgow
f i rm
Janney Montgomery Scott LLC
numb e r o f r e t i r eme n t pla n s
35
numb e r o f pa r t i c i pa n t s
50,000
ret irement plan aum
$2.4 Billion
as an advi sor, why do you choose to use
c i ts wi th your cl i ents?
CITs are rapidaly gaining in populatiry. They may be a more
efficient way of bringing quality investments to your clients
because the costs can be lower.
why do you use frs c i ts over others?
Unlike other CIT providers, FRS utilizes a multi manager
approach that allows them to work with some of the best
investment firms in the industry. They also don't have any
minimums so even my smallest clients have access to what
would normally only be availableto much larger companies.
what i s the greatest value frs brings to
your cl i ents?
The FRS target date fund has a hybrid approach to active
and passive management. This helps bring a range of investments
to my clients at some of the best possible prices.
Blake Thibault
f i rm
Heffernan Financial Services
numb e r o f r e t i r eme n t pla n s
160
numb e r o f pa r t i c i pa n t s
60,000
ret irement plan aum
$4 Billion
as an advi sor, why do you choose to use
c i ts wi th your cl i ents?
I'm always looking for effective ways to save my plan
sponsors and participants money. If I'm not talking to my
clients about CITs the next advisor is.
why do you use frs c i ts over others?
FRS has partnered with Wilmington Trust, the largest provider
of CITs and they have made the fund replacement
process very easy with a single adoption agreement and
agreements with most major 401k providers.
what i s the greatest value frs brings to
your cl i ents?
FRS provides the only TDF that incorporates Financial Finesese
to deliver best in class financial wellness to participants.
With the online resources and a team of industry
leading financial coaches, we're able to help participants
with all aspects of their personal financial situation such
as debt management, student
and preparing for retirement.
GRP Advisor Alliance
loans, buying a home,
(949) 359-0222

PLANADVISER - July/August 2020

Table of Contents for the Digital Edition of PLANADVISER - July/August 2020

Investing Against COVID-19
2020 PLANADVISER Recordkeeper Services Survey
Three Who Lead the Way
Prospecting in Turbulent Times
Retirement Savings Optimization
DOL Gives Private-Equity Guidance
Investment Advice Revisited
PLANADVISER - July/August 2020 - C1
PLANADVISER - July/August 2020 - FC1
PLANADVISER - July/August 2020 - FC2
PLANADVISER - July/August 2020 - C2
PLANADVISER - July/August 2020 - 1
PLANADVISER - July/August 2020 - 2
PLANADVISER - July/August 2020 - 3
PLANADVISER - July/August 2020 - 4
PLANADVISER - July/August 2020 - 5
PLANADVISER - July/August 2020 - 6
PLANADVISER - July/August 2020 - 7
PLANADVISER - July/August 2020 - 8
PLANADVISER - July/August 2020 - 9
PLANADVISER - July/August 2020 - 10
PLANADVISER - July/August 2020 - 11
PLANADVISER - July/August 2020 - Investing Against COVID-19
PLANADVISER - July/August 2020 - 13
PLANADVISER - July/August 2020 - 14
PLANADVISER - July/August 2020 - 15
PLANADVISER - July/August 2020 - 2020 PLANADVISER Recordkeeper Services Survey
PLANADVISER - July/August 2020 - 17
PLANADVISER - July/August 2020 - 18
PLANADVISER - July/August 2020 - 19
PLANADVISER - July/August 2020 - 20
PLANADVISER - July/August 2020 - 21
PLANADVISER - July/August 2020 - 22
PLANADVISER - July/August 2020 - 23
PLANADVISER - July/August 2020 - 24
PLANADVISER - July/August 2020 - 25
PLANADVISER - July/August 2020 - 26
PLANADVISER - July/August 2020 - 27
PLANADVISER - July/August 2020 - Three Who Lead the Way
PLANADVISER - July/August 2020 - 29
PLANADVISER - July/August 2020 - 30
PLANADVISER - July/August 2020 - Prospecting in Turbulent Times
PLANADVISER - July/August 2020 - 32
PLANADVISER - July/August 2020 - 33
PLANADVISER - July/August 2020 - Retirement Savings Optimization
PLANADVISER - July/August 2020 - 35
PLANADVISER - July/August 2020 - 36
PLANADVISER - July/August 2020 - 37
PLANADVISER - July/August 2020 - DOL Gives Private-Equity Guidance
PLANADVISER - July/August 2020 - Investment Advice Revisited
PLANADVISER - July/August 2020 - 40
PLANADVISER - July/August 2020 - C3
PLANADVISER - July/August 2020 - C4
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