GVA Retirement Partners

GVA Retirement Partners provides resources to minimize investment fiduciary risk, increase efficiency, and provide dedicated service to maximize retirement outcomes.

Photo of GVA advisor working at desk.

Trusted Expertise in
Retirement Plan Management
with GVA Retirement Partners

Currently serving over 45 plans with 100+ million under management, GVA Retirement Partners collaborates with advisors as well as corporate and non-profit executives to improve and assist in managing all facets of their retirement plans.

Supporting Plan Sponsors
and Advisors Alike

GVA Retirement Partners supports both the plan sponsor, as well as the advisor acting in best interests for their clients.

GVA Retirement Partners primary goal is to provide best in class support by giving you the tools and resources to reduce the burden of fiduciary responsibility, while offering better retirement outcomes for your employees. 

Services include:

  • Serves as the ERISA Section 3(38) investment manager
  • Plan Design assistance
  • Compliance Assistance
  • Investment Monitoring
  • Educational Resources

Our comprehensive plan analysis provides total insight into participants saving and investment behaviors.  We aim to increase participation and deferral rates in your plan while retaining highly compensated employees.

Retirement plans are a great way to enhance business offerings by providing an additional income stream with an introduction to the personal financial planning needs of their participants. GVA Retirement Partners takes the responsibility off servicing those plans so that you can remain focused on your clients and business.

Services include:

  • Plan Design Assistance
  • Compliance Support
  • Investment Monitoring
  • Fee Analysis and Benchmark reporting
  • RFP and Plan Marketing Support

Berwyn, PA

920 Cassatt Rd, Suite 202
Berwyn, PA 19312

(610) 296-7630

Wilmington, DE

1200 Pennsylvania Ave, Suite 202
Wilmington, DE 19806

(302) 483-7200

Braintree, MA

30 Braintree Hill Office Park, Suite 202
Braintree, MA 02184

(610) 296-7630

Boca Raton, FL

3837 NW Boca Raton Blvd, Suite 100
Boca Raton, FL 33431

(610) 296-7630