Global Financial Private Capital with over US$4 billion in assets under management has integrated its retirement planning services platform with retirement service providers Aspire Financial Services and DWC ERISA Consultants.
This comprehensive platform has been designed to streamline Global Financial’s retirement plan solutions, which include 401(k), 403(b), 457, and IRA plans.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
These services, which are customized for each customer without binding proprietary requirements, seek to drive positive outcomes at the participant level, provide fiduciary protection for plan sponsors, and enhance the client’s benefit plan to attract and retain high-quality talent.
The new system combines Aspire’s technology platform and plan processing services with DWC’s plan design and compliance services, creating a conflict-free open-architecture management system that offers flexibility and transparency at a competitive cost structure with all fees disclosed.
"This expansion allows us to simplify the retirement management process while providing institutional-quality services for smaller and mid-size plans, which are currently underserviced by the industry," said Geoffrey A. Frazier, President of Global Financial. "Our proven track record implementing and managing retirement plans affords us the opportunity to deliver what the retirement planning community demands today: end-to-end solutions with fiduciary oversight, plan administration and compliance support, and technology-enabled plan processing and recordkeeping for all plan types."
Global Financial’s retirement planning offerings service customers throughout the financial wellness lifecycle. As a 3(38) investment manager, Global Financial accepts fiduciary responsibility to manage the plan’s investment menu, reducing the liability of the plan sponsor.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
