PLANADVISER - May/June 2020 - 33

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 - May/June 2020

Table of Contents for the Digital Edition of PLANADVISER - May/June 2020

2020 PLANADVISER DCIO Survey
All That Goes Into a Practice
Compliance When It's Tough
A Case For Both
The Alternative Workplace
Damage Control in a Downturn
An Uptick in Customer Arbitration?
Client Relationship Summary
Evaluating Reg BI Compliance
PLANADVISER - May/June 2020 - Cover1
PLANADVISER - May/June 2020 - Cover2
PLANADVISER - May/June 2020 - 1
PLANADVISER - May/June 2020 - 2
PLANADVISER - May/June 2020 - 3
PLANADVISER - May/June 2020 - 4
PLANADVISER - May/June 2020 - 5
PLANADVISER - May/June 2020 - 6
PLANADVISER - May/June 2020 - 7
PLANADVISER - May/June 2020 - 8
PLANADVISER - May/June 2020 - 9
PLANADVISER - May/June 2020 - 10
PLANADVISER - May/June 2020 - 11
PLANADVISER - May/June 2020 - 2020 PLANADVISER DCIO Survey
PLANADVISER - May/June 2020 - 13
PLANADVISER - May/June 2020 - 14
PLANADVISER - May/June 2020 - 15
PLANADVISER - May/June 2020 - 16
PLANADVISER - May/June 2020 - 17
PLANADVISER - May/June 2020 - 18
PLANADVISER - May/June 2020 - 19
PLANADVISER - May/June 2020 - All That Goes Into a Practice
PLANADVISER - May/June 2020 - 21
PLANADVISER - May/June 2020 - 22
PLANADVISER - May/June 2020 - 23
PLANADVISER - May/June 2020 - Compliance When It's Tough
PLANADVISER - May/June 2020 - 25
PLANADVISER - May/June 2020 - 26
PLANADVISER - May/June 2020 - 27
PLANADVISER - May/June 2020 - A Case For Both
PLANADVISER - May/June 2020 - 29
PLANADVISER - May/June 2020 - The Alternative Workplace
PLANADVISER - May/June 2020 - 31
PLANADVISER - May/June 2020 - 32
PLANADVISER - May/June 2020 - 33
PLANADVISER - May/June 2020 - Damage Control in a Downturn
PLANADVISER - May/June 2020 - 35
PLANADVISER - May/June 2020 - 36
PLANADVISER - May/June 2020 - An Uptick in Customer Arbitration?
PLANADVISER - May/June 2020 - Client Relationship Summary
PLANADVISER - May/June 2020 - Evaluating Reg BI Compliance
PLANADVISER - May/June 2020 - 40
PLANADVISER - May/June 2020 - Cover3
PLANADVISER - May/June 2020 - Cover4
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