Overview of Employer
Retirement Plan Services

 
  GP works with businesses and other entities in order to review, design, rebid, implement and maintain their retirement plans. GP works as a non-discretionary advisor sharing co-fiduciary responsibilities with the client while providing advice regarding investments, costs, operations, competitiveness and the other plan service providers.

Focusing on open architecture, GP offers access to most retirement plan providers and mutual fund companies. With just one of its many solutions, GP affords access to over 12,000 mutual funds. We include a methodology for making the final investment selections regardless of the provider or mutual fund company you may select.

Additionally, GP can provide similar retirement plan solutions, with some distinctions, in a brokerage or non-advisor capacity.
(1)

(1) When acting in a brokerage capacity, securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 18 Corporate Woods Blvd, Albany, NY 1221
 
   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

 

Nothing on this website or contained herein should be construed as investment, tax, legal or financial advice. This information is not a recommendation, nor solicitation to buy or sell securities, nor is it a solicitation for investment advisory services. The information contained herein is provided for informational purposes only. For more information regarding GP, please feel free to contact us.

When working in a brokerage capacity, securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPCHeadquartered at 18 Corporate Woods Blvd, Albany, New York 12211 NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPLE, NOT INSURED BY ANY STATE OR FEDERAL AGENCY