PLANSPONSOR - June/July 2018 - 11

Is your advisor a GRPAA Member?
GRPAA memb e R
GRPAA memb e R
Andrew DeGroat
f i Rm
WhartonHill Advisors
Loc At i on
Fort Washington, PA
27
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
After having been part of the original NRP
proccess of attempting to build a true bestin-class
home for retirement plan advisors,
GRPAA has succeeded in offering plan
advisors a platform that allows us to offer
innovative & cost effective solutions to our
plan sponsor clients.
P Roude s t Ach i e v eme n t
Not only surviving as an independent firm
for 20 years but thriving in a marketplace
that had been historically dominated by
the larger wirehouse firms. Clients genuinely
fAm i Ly
My wife Michele and I have 3 kids. Nate,
Megan and Abby.
want local, honest independent advice & I
think we have proven over the years to be a
far better alternative than these larger firms.
Pete Peterson
f i Rm
VisionPoint Advisory Group
Loc At i on
Dallas, TX
18
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
Our GRPAA partnership gives us the resources
to provide a best-in-class
mier retirement groups in the country.
P Roude s t Ach i e v eme n t
financial wellness program, access to some
of the most competitive investment options
in the industry & an opportunity to share
knowledge & ideas with some of the preBy
far my proudest achievement has been
(with the help of my wife) being able to
help guide my 11 year old daughter Faith
and watch her grow into an amazing
I've been lucky enough to be married to
my beautiful and talented wife Stacey
for 17 years. Our daughter Faith enjoys
playing select softball & soccer and is
an avid reader in her spare time.
GRP Advisor Alliance
(949) 359-0222
scholar and athlete.
fAm i Ly

PLANSPONSOR - June/July 2018

Table of Contents for the Digital Edition of PLANSPONSOR - June/July 2018

Opportunities Knock
2018 Plan Administration Guide, Part 2
Narrowing It Down
ESG Comes to Light
Protection at All Costs
The Sum of All Sources
Upwardly Mobile
PLANSPONSOR - June/July 2018 - C1
PLANSPONSOR - June/July 2018 - FC1
PLANSPONSOR - June/July 2018 - FC2
PLANSPONSOR - June/July 2018 - C2
PLANSPONSOR - June/July 2018 - 1
PLANSPONSOR - June/July 2018 - 2
PLANSPONSOR - June/July 2018 - 3
PLANSPONSOR - June/July 2018 - 4
PLANSPONSOR - June/July 2018 - 5
PLANSPONSOR - June/July 2018 - 6
PLANSPONSOR - June/July 2018 - 7
PLANSPONSOR - June/July 2018 - 8
PLANSPONSOR - June/July 2018 - 9
PLANSPONSOR - June/July 2018 - 10
PLANSPONSOR - June/July 2018 - 11
PLANSPONSOR - June/July 2018 - 12
PLANSPONSOR - June/July 2018 - 13
PLANSPONSOR - June/July 2018 - 14
PLANSPONSOR - June/July 2018 - 15
PLANSPONSOR - June/July 2018 - 16
PLANSPONSOR - June/July 2018 - 17
PLANSPONSOR - June/July 2018 - Opportunities Knock
PLANSPONSOR - June/July 2018 - 19
PLANSPONSOR - June/July 2018 - 20
PLANSPONSOR - June/July 2018 - 21
PLANSPONSOR - June/July 2018 - 2018 Plan Administration Guide, Part 2
PLANSPONSOR - June/July 2018 - 23
PLANSPONSOR - June/July 2018 - 24
PLANSPONSOR - June/July 2018 - 25
PLANSPONSOR - June/July 2018 - 26
PLANSPONSOR - June/July 2018 - 27
PLANSPONSOR - June/July 2018 - 28
PLANSPONSOR - June/July 2018 - 29
PLANSPONSOR - June/July 2018 - 30
PLANSPONSOR - June/July 2018 - 31
PLANSPONSOR - June/July 2018 - 32
PLANSPONSOR - June/July 2018 - 33
PLANSPONSOR - June/July 2018 - 34
PLANSPONSOR - June/July 2018 - 35
PLANSPONSOR - June/July 2018 - 36
PLANSPONSOR - June/July 2018 - 37
PLANSPONSOR - June/July 2018 - 38
PLANSPONSOR - June/July 2018 - 39
PLANSPONSOR - June/July 2018 - 40
PLANSPONSOR - June/July 2018 - 41
PLANSPONSOR - June/July 2018 - Narrowing It Down
PLANSPONSOR - June/July 2018 - 43
PLANSPONSOR - June/July 2018 - 44
PLANSPONSOR - June/July 2018 - 45
PLANSPONSOR - June/July 2018 - ESG Comes to Light
PLANSPONSOR - June/July 2018 - 47
PLANSPONSOR - June/July 2018 - 48
PLANSPONSOR - June/July 2018 - 49
PLANSPONSOR - June/July 2018 - Protection at All Costs
PLANSPONSOR - June/July 2018 - 51
PLANSPONSOR - June/July 2018 - The Sum of All Sources
PLANSPONSOR - June/July 2018 - 53
PLANSPONSOR - June/July 2018 - Upwardly Mobile
PLANSPONSOR - June/July 2018 - 55
PLANSPONSOR - June/July 2018 - 56
PLANSPONSOR - June/July 2018 - C3
PLANSPONSOR - June/July 2018 - C4
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