PLANADVISER - November/December 2018 - 23

Are you a GRPAA Member?
GRPAA memb e R
GRPAA memb e R
Jessica Ballin
f i Rm
401(k) Plan Professionals
Loc At i on
Edina, MN
y e AR s i n t h e bus i n e s s
18
R e A s on foR j o i n i nG
Our team focuses 100% of our time on corporate
retirement plans, so to be a part of GRPAA
means access to best-in-class resources to better
serve our clients. Additionally, I joined because
I value our ability to grow relationships and
collaborate within GRPAA's close network of top
retirement plan teams.
P Roude s t Ach i e v eme n t
Personal: My family. My husband is my biggest
supporter & best friend. Our 3 boys are kind,
treat clients like family as we help plan sponsors
& employees prepare for retirement.
fAm i Ly
My husband Nick and I have three boys: Tyler (8)
and twin boys: Jack & Parker (6).
compassionate, and funny, and I feel incredibly
blessed every day.
Professional: My team. We are an all-female led
team which possess instincts to proivde a holistic
customer service experience. Our shared enthusiasm
for each other & this industry allows us to
Brian Raymond
f i Rm
ABG Portfolio Strategies, Inc.
Loc At i on
Bingham Farms, MI
15
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
As a firm that is focused on designing and
implementing retirement plans, our alliance
with GRPAA offers the support and scale to
continue growing our business to offer our
clientele the best solutions on the market.
P Roude s t Ach i e v eme n t
Being blessed with the opportunity to give
back to this world. At ABG, our expert team
helps everyday people understand and plan
for a joyful retirement.
Outside of the office, being active with charitable
organizations in my community and
being the best role model I can be for my
two beautiful daughters.
fAm i Ly
GRP Advisor Alliance
Married with two little girls (ages 1 & 3).
(949) 682-8989

PLANADVISER - November/December 2018

Table of Contents for the Digital Edition of PLANADVISER - November/December 2018

Weathering Audits
Protection for Your Practice
The Case for Roths
SEC on Rollovers
ERISA Section 409(b)
403(b) Litigation Update
PLANADVISER - November/December 2018 - C1
PLANADVISER - November/December 2018 - FC1
PLANADVISER - November/December 2018 - FC2
PLANADVISER - November/December 2018 - C2
PLANADVISER - November/December 2018 - 1
PLANADVISER - November/December 2018 - 2
PLANADVISER - November/December 2018 - 3
PLANADVISER - November/December 2018 - 4
PLANADVISER - November/December 2018 - 5
PLANADVISER - November/December 2018 - 6
PLANADVISER - November/December 2018 - 7
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PLANADVISER - November/December 2018 - 29
PLANADVISER - November/December 2018 - 30
PLANADVISER - November/December 2018 - 31
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PLANADVISER - November/December 2018 - 33
PLANADVISER - November/December 2018 - 34
PLANADVISER - November/December 2018 - 35
PLANADVISER - November/December 2018 - 36
PLANADVISER - November/December 2018 - 37
PLANADVISER - November/December 2018 - Weathering Audits
PLANADVISER - November/December 2018 - 39
PLANADVISER - November/December 2018 - 40
PLANADVISER - November/December 2018 - 41
PLANADVISER - November/December 2018 - Protection for Your Practice
PLANADVISER - November/December 2018 - 43
PLANADVISER - November/December 2018 - The Case for Roths
PLANADVISER - November/December 2018 - 45
PLANADVISER - November/December 2018 - SEC on Rollovers
PLANADVISER - November/December 2018 - ERISA Section 409(b)
PLANADVISER - November/December 2018 - 403(b) Litigation Update
PLANADVISER - November/December 2018 - C3
PLANADVISER - November/December 2018 - C4
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