Giving Advisors more power to shape their businesses and realize their goals.

Carlsbad, CA
Joined November 2015
We are happy to announce that our partner American Trust has updated their content in the #GRPAA Toolbox! In particular they would like to point out their partnership with FBi to retain and win new business through their analytical technology. #ValueAdded #AmericanTrust #ThankYou
We are happy to announce that GRPAA partner Pentegra has updated their content and sales maps in the GRPAA Toolbox! In particular they would like to highlight their expertise in 3(16) services, check it out! #ValueAdded #GRPAA
Tune in to hear how Financial Finesses's CFP think-tank is helping clients, and what they are hearing from the field. #Financialwellness #supportduringcovid #research @Fin_Finesse #CFPthinktank #GRPAA
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Step by step to reach one's goals! #GRPAA #FinancialWellness #AddressingFinancialStress
Adoption of a financial wellness program takes time, said Bill Chetney of @GRPAdvisor in a recent webinar hosted by our DC Retirement team.
GRP Advisor Alliance retweeted
Adoption of a financial wellness program takes time, said Bill Chetney of @GRPAdvisor in a recent webinar hosted by our DC Retirement team.
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Sustainable investing, 3(38)s, Managed Accounts, Retirement Income, all trending and important subjects! Looking forward to our partner @WFAssetMgmt's presentation discussing pertinent retirement industry topics! voices.cf.socialware.com/zy3… #GRPAA #Industrytrends #InsightsOutside
bigmarker.com/PLANSPONSOR/Ge… Join industry experts, as they go through; tactics to engage employees with a wellness program, bandwidth gain to HR by decreasing an already busy workload and real-life examples they have seen in companies that invest in such a benefit. #GRPAA #Wellness
Huge congrats to Kathleen Kelly, CRPS, AIFA & Compass Financial Partners for being listed as PLANADVISER Magazine's 2020 Top 100 Retirement Plan Advisers! #retirement #401k #grpaa #Planadvisermagazine
With over 1.5T in student debt and an average balance of $30+ thousand, Student loans have become a front and center issue for Americans and for companies looking to attract talent. #GRPAA is listening to our advisors to make solutions to these issues available.
#GRPAA is proud to represent forward thinking retirement advisers who are at the pinnacle of the retirement industry. Congratulations to all for being on this year's NAPA TOP DC ADVISOR TEAMS list!!! #builtbyadvisorsforadvisors napa-net.org/news-info/daily…
READ OUR LATEST BLOG that describes how @EvoShareUSA increases plan participation and deferral rates; Evidence shows that new adoption of the auto-escalation feature has slowed, according to the 2019 @CallanLLC Defined Contribution Trends Survey. #401k grpaa.com/blog/evoshare-best…
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Countdown to #NAPA401k T-minus 3 days!! What's on your agenda? Remember to stop by the GRPAA booth #100 to catch up with the team. SEE YOU THERE !!
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GRP Advisor Alliance retweeted
#Fiduciary best practices continue toe be a strong way to protect plan sponsors. Great article to read from #401k Specialist. #protection #planning #woodruffsawyer lnkd.in/eecWe38
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GRP Advisor Alliance retweeted
This is why #401k plans are important... and we need to expand coverage for workers. @NAPA401K @CommonwealthFN
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Proud to announce that Kristina Keck @yourretirement is the 2019 Co-Chair for the Northern CA @WiPNorg chapter. Great to see our @GRPAdvisor demonstrating leadership in the region!!
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GRP Advisor Alliance retweeted
Fantastic insight (as always) from top 401k advisor Barbara Delaney. 4o1k.co/2TgxqeD @SSAdvisorGroup #401k @GRPAdvisor
GRP Advisor Alliance retweeted
I had the pleasure of speaking at the #Excel401k conference in Las Vegas! #401kspecialist #ssrba lnkd.in/g9d9E8m
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GRP Advisor Alliance retweeted
I suddenly want a cup a’ joe. 4o1k.co/2CI6FKq @GRPAdvisor
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