Financial Planning Sessions
GBARS offers a personal financial planning session through a technology provided by our trusted partners at American Trust called the UnifiedPlan. The UnifiedPlan takes several factors into consideration and helps make a plan for all retirement plan participants.
GBARS provides investment education for all plan sponsors on an annual basis. We take this opportunity to inform participants of investment strategy options, changes from the previous year and an outlook of what the future may look like.
GBARS hosts an annual Human Resources Training Seminar. At these seminars we review current requirements in retirement plan administration and address important issues such as fiduciary duties of plan sponsors, forms and procedures, testing, year-end data requirements, investment overview, legal updates, and safe harbor and plan design options.