How We Help

Helping you deliver operational fiduciary excellence

Financial Institutions

GPS helps institutions solve the complexity of operating group plans by performing as an independent fiduciary or as a consultant to help you become one.


GPS helps employers by getting them out of the middle of complex responsibilities and chores that have nothing to do with their core business. GPS serves as a named fiduciary and plan administrator under ERISA Sections 402(a) and 3(16), meaning we stand in your shoes and do what you would do if you were a retirement plan expert.

Our Solution Set

Independent Operational Fiduciary

We can be your operational fiduciary for all types of group plans. The common thread when GPS is involved, regardless of how the program is structured, is that we will be a named fiduciary as described under ERISA Section 402(a).

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Multiple Employer Plans (MEPs)

Including Pooled Employer Plans (PEPs), Association Retirement Plans (ARPs), and “Corporate” MEPs

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“Groups of Plans”

Under Section 202 of the SECURE Act

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Bundled Solutions

Such as “exchanges,” group trusts, and other packaged arrangements

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IRA-based programs

Including IRC Section 408(c) multiple employer trusts and other employer-based programs

Consulting Services

GPS helps with a broad range of retirement plan technical and product issues with a special focus on group plans.


Domain knowledge to help you get where you want to be faster.


Start to finish construction or “just in time” consulting to help you launch your program with confidence.


Assisting fiduciaries in operating with excellence. (The work is the same regardless of who the fiduciaries are.)

Any process is only as good as the team executing it. Meet ours.