A group of retirement plan advisory firms has gotten together to acquire Global Retirement Partners, LLP.
The firm, which provides consulting services on retirement plans to more than 100 advisors throughout the country, was established in 2014 when Bill Chetney, former head of LPL Retirement Partners, departed LPL, acquired some of the assets from Financial Telesis, an independent broker-dealer focused on retirement plan consulting, and formed GRP — which then partnered with LPL's hybrid RIA platform.
GRP, headed by Chetney, provides retirement plan infrastructure, compliance, commissioning, and personnel to advisors who specialize in the retirement space. It will continue to be associated with LPL.
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The initial group of acquiring firms includes New York-based EPIC Retirement Services Consulting; Heffernan Financial Services in San Francisco; Denver-based MRP; Oswald Financial Inc. of Cleveland; Perennial Pension & Wealth of Roseville, California; Slingerlands, New York-based Retirement and Benefits Partners; Pearl River, New York-based StoneStreet Advisor Group; and Washington Financial Group of McLean, Virginia.
In addition to the other services provided by GRP, member firms have access to an in-house former ERISA attorney, outsourced quarterly due diligence reporting, and the GRP Advisor Alliance, which is a retirement plan advisor affiliate that offers marketing, advertising, conferences, tools, financial wellness programs and investments.
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