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| GP's Competitive Advantage |
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 Open Architecture - GP is an independent advisor with access
to most plan providers, mutual fund companies and third party administrators. Through one relationship alone, GP has access to over 12,000 mutual
funds in over 400 fund families. The breadth of choices in all aspects of retirement plans allows plan sponsors to choose integrated solutions, or
select from the best in class in each area of expertise.
Performance / Risk Based Assessment System - GP can and does
provide investment advice to plan sponsors. The basis for recommendation revolves around a volume of factors including risk adjusted investment
performance. When utilizing an open architecture platform, it is critical to narrow investment choices down to manageable selection. GP's process
accomplishes this quickly and efficiently.
Shared Fiduciary Responsibility - GP puts itself on the same
side of the table as the plan sponsor by sharing fiduciary responsibility. This generally provides an extra level of comfort to employers,
demonstrating our advice is in their best interests.
Transparent Pricing - Despite the enormity of confusion
surrounding the mutual fund and retirement plans universes, GP can guide plan sponsors to an understanding of how all the parties are compensated
including Garrison Phillips' transparent fee-based approach.
Ability to Advise Employees - Unlike providers working in a
brokerage capacity, GP can provide investment specific advice to your employees if you so choose.
A First Hand Understanding of Your Issues - The founder of
Garrison Phillips was formerly a retirement plan administrator. Consequently, we have adopted a philosophy that encapsulates the concerns and
issues of plan sponsors. We provide knowledge and education when it's needed, guidance on logistical issues such as payroll submission, and a
helpful and empathetic mindset when you are trying to make your  deadlines.
Insight to Recent Law Changes - With tax law and ERISA under
perpetual change, it remains a challenge for all plan sponsors to stay current. GP focuses on keeping plan sponsors updated with recent changes.
We help distinguish between items requiring critical attention and those that may have little impact. Among some of the more recent changes that
provide additional safe harbors for plan sponsors are the following:
Please see each section for relevant information on the respective law changes.
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Garrison Phillips, LLC
50 Main Street, Suite 1000
White Plains, New York 10606
Phone: (914) 219-5194
Fax (914) 273-8531
E-Mail:
info@garrisonphillips.com
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