Global Retirement Partners

Global Retirement Partners

Global Retirement Partners launched in 2014 to supply fiduciary-level retirement plan consulting to plan sponsors — employers, non-profits, and public-sector entities — nationwide. The founding team structured the firm as an independent registered investment advisor from inception, a departure from the brokerage model where compensation is often transaction-tied. The practice acquisition model gives GRP a footprint that spans multiple states, with local advisors operating under a centralized investment committee charged with fund selection and fee-benchmarking. The firm's core work involves Investment Policy Statement development, provider fee-sourcing, and participant-education design. The firm's strategy flows through three primary asset-class channels: core mutual-fund and collective-investment-trust menu construction for qualified plans, target-date-fund mapping, and stable-value or guaranteed-income contract evaluations. GRP operates largely as an acquirer of books of business from retiring plan advisors, which distinguishes it from startups building platforms. Its geographic coverage reaches plan sponsors from the West Coast headquarters through the Mountain States and into the Midwest, with account sizes typically ranging from small professional-services firms to mid-market manufacturing companies. GRP advisors serve as named fiduciaries under ERISA Section 3(21) or 3(38) — the latter designating the firm to assume full investment-management discretion for plan assets. Headcount totals are not publicly disclosed. The firm's structure as a roll-up means individual advisor teams may number in the low single digits, while the central office in San Rafael runs manager due diligence and technology integration. No named adjacent philanthropic vehicles or operating businesses have been publicly described by the firm. In recent years, GRP has continued absorbing regional retirement-plan advisory practices, most notably adding teams from the Pacific Northwest and Texas retirement-consulting markets (public record). These acquisitions expand the firm's reach beyond its original California base without altering its single-strategy focus. GRP's structural differentiator is its exclusive concentration on employer-sponsored retirement plans — it does not run wealth-management divisions, family-office services, or alternative-asset LLCs. This pure-play posture means every compliance procedure, piece of vendor software, and advisor compensation plan is built around ERISA plan metrics. The acquisition strategy solves a demographic problem: aging plan advisors with no internal succession path can sell to GRP and exit, while plan sponsors retain continuity. Competitors like CAPTRUST and SageView share elements of this model, but GRP's footprint remains rooted in the independent-west-coast plan-advisor community.