Group Plan Systems, LLC

Voya is proud to support Oregon Social Learning Center (OSLC) and the hardworking individuals who service their program to help build a secure financial future as the new provider for its #retirement plan. The plan is the first adopter within the newly created Head Start 403(b) Pooled Employer Plan (PEP) sponsored by, Group Plan Systems, LLC.

It's a #Fiduciary Free-for-All Y'all! Join me and Pete Swisher, managing partner at Group Plan Systems, LLC, in San Antonio next week at the Wealth@Wor(k) 2024 Conference for an interactive discussion on pressing topics for #retirement plan professionals. As the name of our session implies, we have no set agenda and are counting on you to tell us what's on your mind. As the name also implies, it's free! Attendees will have access to our combined expertise on ERISA, DOL and fiduciary-related issues. Once you download the conference app (link provided in comments below), use the chat feature to send me your questions. We will organize them into themes and give you our best take on anything from general strategic to specific and technical answers. Agenda and reg. info at: https://lnkd.in/gE2z2Erc Advisor2X Lisa Allen Ross Marino, CFP?, CeFT? Fred Barstein Scott Colangelo Ken Bond Joe DeNoyior Randy Long Jania Stout, CPFA Sheri Fitts #CompeteComply

Honored to partner with Level Four Financial, CRI TPA Services, and EPIC Retirement Plan Services on this PEP! #fiduciary #pooledemployerplan #PEP

?? New partnership alert! Congratulations to The North American Companies Council, Inc. on launching the country’s first fully vetted and transparent 401(k) solution for legal cannabis companies.? This offer, designed exclusively for the cannabis industry, is supported through combined expertise and solutions from Green Check, CuraFin Advisors, Group Plan Systems, LLC, AmericanTCS and Bankwell.? “Our goal was to open the doors for the approximately 500,000 employees who were eager to save for their retirement. This solution eliminates the barriers those employees were facing and allows them to start planning for their future.” Read the full release below. https://lnkd.in/eMNNyMvy #CannabisBusinesses

Nice coverage in PLANADVISER of Trilogy Financial partnering with Group Plan Systems, LLC to administer their #401k #PEP. Trilogy has become a force in the plan advisory market and a valued Pension Resource Institute, LLC member firm. The GPS Navigator Pooled Employer Plan is a turnkey arrangement for banks, RIAs and broker-dealers to enter the growing PEP marketplace without the time and expense of building one themselves. Each financial institution operates its own "sleeve" within the broader PEP giving them the ability to manage the investments for their employer clients while spreading out expenses (e.g., audit) among all participating employers. GPS serves as the #Independent Pooled Plan Provider, Named #Fiduciary, Plan Administrator and is responsible for substantially all of the #compliance requirements under #ERISA and the tax code. Recordkeeping and TPA services are provided by July Business Services. If you are looking to capitalize on the wave of new plan formation and serve traditionally underserved markets with scale, comment below or message me for more info. https://lnkd.in/gwC5w-2E Pete Swisher Annie Messer Steve Niehoff Cherisha Chapman

Join Wealth@wor(k) and gain access to all the experts-including brilliant ones like Jason Roberts and Pete Swisher! Register to attend and you'll receive instructions on how to submit your burning questions and get them answered LIVE! Link to register in the comments ??

As back to school season is in full swing, Group Plan Systems, LLC has to say goodbye to our summer interns, Sam Pulitzer and Harrison Tannenbaum in the coming days.?Sam will be returning to complete law school at Wake Forest University, and Harrison will be returning to The George Washington University for his junior year. GPS is grateful for the contributions Sam and Harrison made to our team this summer, and we are certainly better for their efforts. Please join me in wishing them well during the upcoming academic year!

Group Plan Systems, LLC (GPS) is excited to announce that Haley Erickson, QKA Erickson joined our team one month ago today! With 15 years of TPA experience, Haley brings expertise in all aspects of retirement plan annual administration and compliance testing. With a strong background in management and consulting roles, Haley excels in communicating complex ERISA topics such as testing failures and plan correction procedures. Haley graduated from Duquesne University in 2009 with a Bachelor of Science in Economics, and she holds the Qualified 401(k) Administrator (QKA) designation. As an active member of WE Inspire. Promote. Network. (WIPN), Haley enjoys connecting with colleagues across the industry and staying abreast of the latest developments and legislative updates. Haley grew up in Pennsylvania, but now resides in the Pacific Northwest with her husband and two children.?When not serving employers, Haley enjoys family time, both on the Oregon coast and at the local playground. Please join me in welcoming Haley to GPS!

Group Plan Systems, LLC (GPS) is pleased to announce that Aditi Pokharkar has switched from part-time to full-time employment with our team.?Aditi began working at GPS during her senior year at Iowa State University (ISU), where she majored in Economics with a minor in Data Science.?Upon her graduation in May, Aditi became a full-time Fiduciary Analyst at GPS.? ? Aditi is from Mumbai, Maharashtra in India, completing her studies as an international student at ISU.?With her undergraduate degree completed, Aditi plans to spend time taking singing lessons and other noncollegiate activities in addition to continuing to help GPS improve our business processes, enabling us to serve adopting employers even more effectively and efficiently. ? Please join me in congratulating Aditi on her graduation and her new role at GPS!

Group Plan Systems, LLC is pleased to announce that Harrison Tannenbaum has joined us as a summer intern.?Harrison is a rising junior at George Washington University, studying economics.?Harrison will be spending his summer at GPS helping us improve the infrastructure we use to manage information about each of plans we sponsor, both Pooled Employer Plans and other Multiple Employer Plans. Harrison is originally from Tampa, Florida and when he’s not learning about qualified plans, he can be found playing golf, time permitting. Please join me in welcoming Harrison to GPS!