Retirement Plan Executive Joins PRI and GPS

Retirement Plan Executive Joins PRI and GPS

March 13, 2023  Download the PDF of this article San Diego, CA – The Pension Resource Institute, LLC (PRI), a retirement plan compliance, technology, and consulting firm, has added Annie Messer as President, Member Relations, effective March 13, 2023.  “We are excited...
GPS Launches its First PEP

GPS Launches its First PEP

by ASPPA NET STAFF | JUNE 8, 2022 Independent operational fiduciary Group Plan Systems, LLC has signed an agreement with JULY Business Services to serve as recordkeeper and third-party administrator to a Pooled Employer Plan (PEP) for which GPS will serve as the...
Bitcoin for Fiduciaries – Part 2

Bitcoin for Fiduciaries – Part 2

by PETE SWISHER |  Volume 29 • Number 3 • Autumn 2021 Pete Swisher is Founder and President of Waypoint Fiduciary LLC, and is known nationally for his work on retirement plan governance. He is a prolific writer and speaker for the financial community and was the...