Plan Design Consulation and Fiduciary Guidance

For corporate and nonprofit clients, GFG designs, implements and manages group retirement plans. We offer business succession planning and a range of business consulting solutions. Bringing niche expertise in the group retirement planning field, we work closely with plan sponsors to help them understand and fulfill their fiduciary responsibilities, while reducing risk, enhancing plan effectiveness and improving participant outcomes.

3(21) or 3(38) advisors

As 3(21) or 3(38) fiduciary investment advisors, the licensed and credentialed professionals at Granite Financial Group support plan sponsors with a full suite of services, including service provider analysis, selection support, and liaison services. We assist in reviewing and maintaining Investment Policy Statements (IPS), selecting and monitoring investment menus, and providing ongoing investment recommendations and quarterly communications.

Plan Support

Our team conducts regular enrollment and participant education meetings, performs benchmarking of recordkeeper fees, and ensures continuous investment monitoring through detailed annual reviews.