Employer Retirement Plan Solutions

 
  Within the Retirement Plan Universe, GP is as flexible as you need us to be. We can manage the entire process, or act as advisor regarding any one aspect of your plan. It's all up to you.

Unlike many retirement plan providers, as a registered investment advisor GP can provide investment specific advice to plan sponsors as well as to employees if you so choose.
 
 
Our Services To Retirement Plan Sponsors Include The Following:


Advisory Services to Plan Sponsors

Retirement Plan Review

Needs Analysis Development

Plan Design

Plan Re-bid

Plan Conversion

Operations Oversight

Advisory Services to Plan Sponsors Regarding Investment Selection

Investment Policy Statement Development

ERISA and Fiduciary Education (GP does not act in a legal capacity nor provide legal advice)

Employee Education

Investment Advice to Employees



When acting in a broker dealer capacity, securities are offeredthrough Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 18 Corporate Woods Blvd, Albany, NY 12211
 
   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