GVA Retirement Partners GVA Retirement Partners provides resources to minimize investment fiduciary risk, increase efficiency, and provide dedicated service to maximize retirement outcomes. 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. Plan Sponsor Advisor Service 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 GVA Retirement Partners provides dedicated service to minimize investment fiduciary risk, increase efficiency and maximize retirement outcomes. With GVA Retirement Partners our service, plan design assistance, education resources, compliance assistance, and investment monitoring provides you with support to help youensure you are in alignment with fiduciary standards. GVA takes care of the heavy lifting – leaving you free to focus on the core areas of your business. Fiduciary Responsibility Plan Design & Optimization Compliance Assistance Investment Monitoring Regulation & Governance Support Educational Resources Quarterly FIRM reports Fee Analysis & Benchmark Reporting RFP & 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