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Service Provider Search

Selecting the best fit service providers to meet company plan objectives.

GBB retirement plan advisors’ job to help plan sponsors choose the best fit service providers for their plan. Because we have no financial interest in recommending any particular 401(k) service provider, we conduct this process with only the client’s interest in mind. Our consultative approach leads to benefits across the entire plan, including:

  • Reduction in administrative burden
  • Enhanced participant experience on website and in person
  • Improved service for plan sponsors/administrators
  • Access to more and better investment options
  • Decreased costs
  • Higher participant satisfaction and better outcomes

Sometime just knowing the right questions to ask can lead to a stronger, more cost-efficient retirement plan.

Check the background of this firm/advisor on FINRA’s BrokerCheck.