PLANADVISER - September/October 2018 - 15

Are you a GRPAA Member?
GRPAA memb e R
GRPAA memb e R
Todd Timmerman
f i Rm
Retirement Plan Analytics, LLC
Loc At i on
Charlotte, NC
30
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
We wanted to be affiliated with an industry
leader with a laser focus on helping us serve
our clients. Our clients are stewards of the
retirement plans they offer their employees
offer lower cost investment solutions.
P Roude s t Ach i e v eme n t
Personal: My family. My wife is my best
friend and our adult children like being with
us for special times.
Business: Serving a platform of advisors,
clients, and their participants that have embraced
ongoing retirement plan optimization.
fAm i Ly
Married 28 years to Kelly with 3 children
and a friendly Doberman: Amber (27,
married to Andrew), Taylor (25, engaged to
Madison), Trey (23) and Bailey (8).
and GRPAA gives us access to financial
wellness resources, as well as the ability to
William Beale
f i Rm
HB Retirement
Loc At i on
Pittsburgh, PA
14
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 retirement plan focused consulting
team, and provide us with the resources
team, we wanted to be affiliated with
a group that would support our growing
needed to continue to be experts in the
retirement plan space.
P Roude s t Ach i e v eme n t
My proudest achievement is the team
we have built. Seeing this team grow
from 1 member 15 years ago, to more
than 25 today. I am most proud of
fAm i Ly
Two adult children
GRP Advisor Alliance
(949) 359-0031
being able to assemble a team of talented,
disciplined, hard-working people,
that have a passion toward contiuning to
be innovators in the retirement industry.

PLANADVISER - September/October 2018

Table of Contents for the Digital Edition of PLANADVISER - September/October 2018

Valuable Partnerships
Pension Risk Transfer
How to Explain CITs to Sponsors
Open MEP Opportunities
Appropriate Benchmarking
Investigations Intensify
PLANADVISER - September/October 2018 - Cover1
PLANADVISER - September/October 2018 - Cover2
PLANADVISER - September/October 2018 - 1
PLANADVISER - September/October 2018 - 2
PLANADVISER - September/October 2018 - 3
PLANADVISER - September/October 2018 - 4
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PLANADVISER - September/October 2018 - 43
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PLANADVISER - September/October 2018 - 45
PLANADVISER - September/October 2018 - 46
PLANADVISER - September/October 2018 - 47
PLANADVISER - September/October 2018 - Valuable Partnerships
PLANADVISER - September/October 2018 - 49
PLANADVISER - September/October 2018 - Pension Risk Transfer
PLANADVISER - September/October 2018 - 51
PLANADVISER - September/October 2018 - How to Explain CITs to Sponsors
PLANADVISER - September/October 2018 - 53
PLANADVISER - September/October 2018 - Open MEP Opportunities
PLANADVISER - September/October 2018 - Appropriate Benchmarking
PLANADVISER - September/October 2018 - Investigations Intensify
PLANADVISER - September/October 2018 - Cover3
PLANADVISER - September/October 2018 - Cover4
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