Experienced in serving the unique needs of specific industry sectors
When employees unlock the value of all their benefits, they can spend less time worrying—and more time working. A personalized holistic approach to workplace benefits provides employees with individualized guidance on the allocation of their benefit dollars across the entire range of benefit offerings.
Recruit and retain the best and brightest. The right talent can take your company mission and vision to new heights and help you achieve goals you didn’t think were possible. A well-structured executive benefit plan can be the differentiator you need to build that competitive advantage. Executive benefit plans allow an employer to provide incentives to one or more select employees, which can offer more flexibility in plan design and resolve benefit-limitation issues.
Today’s employees face many financial challenges. Competing for retirement saving dollars and home purchases, college education financing, student loan debt, healthcare costs, and disability and life insurance fees. As a holistic benefit firm, GBS Retire understands this perspective and offers retirement plan sponsors the educational tools and support necessary to help plan participants gain financial wellness.
The world of retirement plan regulation is constantly shifting for plan sponsors, advisors, and their supervising firms. Increased regulatory scrutiny from the Labor Department, as well as litigation against plan sponsors, has placed a spotlight on plan operations, procedures, and documentation.
Sound advice from a knowledgeable and experienced team dedicated to helping clients manage their financial goals
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), an SEC registered investment advisor. GRP, Leavitt Retirement Partners and LPL Financial are separate entities.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
© 2023 GBS Retire. a Leavitt Group Company. All Rights Reserved.