Our Role vs. Yours

GPS does nothing to change your position - we strengthen it.

Your Role: The Investment Expert

Advisors provide the investment expertise and strategic oversight employers depend on. You:

  • Recommend and monitor investment options
  • Lead high-value fiduciary and committee conversations
  • Support employers in plan design, benchmarking, and participant outcomes
  • Serve as the trusted relationship manager for the employers

GPS does nothing to change your position—we strengthen it.

Our Role: The Operational Fiduciary

GPS serves as the Pooled Plan Provider and operational fiduciary, taking responsibility for the administrative and compliance functions that create the greatest risk for employers. We:

  • Oversee service providers and maintain clear lines of accountability
  • Manage required filings, notices, testing coordination, and compliance oversight
  • Provide the documented processes employers need to meet fiduciary obligations

This dual-line model—advisor for investments, GPS for operations—gives employers the complete fiduciary support they’ve been asking for.

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For more information, or to request a proposal, please contact us.