Group Plan Systems adds Envestnet Retirement Solutions as 3(38) to PEP

Group Plan Systems, LLC (GPS), an independent fiduciary for employer-sponsored retirement plans, has added Envestnet Retirement Solutions (ERS) as another ERISA 3(38) fiduciary option for banks, broker-dealers, and investment advisers looking to outsource investment management for employers... - May 27, 2023

Retirement Plan Executive Joins PRI and GPS

The Pension Resource Institute, LLC (PRI), a retirement plan compliance, technology, and consulting firm, has added Annie Messer as President, Member Relations, effective March 13, 2023. “We are excited to bring someone of Annie’s caliber into our firm,” said Jason C. Roberts,... - March 17, 2023

Independent Operational Fiduciary Launches Its First Pooled Employer Plan

Group Plan Systems, LLC (GPS), an independent operational fiduciary for employer-sponsored retirement plans, has signed an agreement with JULY Business Services (JULY) to serve as recordkeeper and third-party administrator to a Pooled Employer Plan (PEP) for which GPS will serve as the Pooled Plan... - June 09, 2022

Industry Leaders Launch Operational Fiduciary Services Firm

The Pension Resource Institute, LLC (PRI), a retirement plan compliance, technology and consulting firm for banks, broker‚Äźdealers and investment advisers, and Waypoint Fiduciary, LLC (Waypoint), a fiduciary consulting firm serving plan sponsors and financial institutions, have formed a new... - December 02, 2021

Press Releases 1 - 4 of 4