(function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){ (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o), m=s.getElementsByTagName(o)[0];a.async=1;a.data-privacy-src=g;m.parentNode.insertBefore(a,m) })(window,document,'script','https://www.google-analytics.com/analytics.js','ga'); ga('create', 'UA-50172647-1', 'auto'); ga('send', 'pageview');
global advisers wealth management
global advisers wealth management
How It Works2025-07-31T07:52:22-04:00

How It Works

Learn how it works: Our streamlined process makes setting up and managing your employee retirement plan simple, strategic, and scalable.

  • Your Content Goes Here

Questions?

800-832-8514

Ext 1401

Mon-Fri 9am to 5pm

Your Guide to a Successful Retirement Plan

that works for your business and your team

To provide a retirement plan that supports both your financial goals and those of your employeesโ€”without adding unnecessary complexityโ€”you need a partner who understands your business.

What to Expect: A Simple Step-by-Step Guide

Our retirement plan process is built for clarity, speed, and long-term success. Whether you’re starting from scratch or upgrading an existing plan, we make it easy to get started, stay compliant, and support your employees. Below is a quick breakdown of how we guide you through every stageโ€”from discovery to deployment.

Discovery & Plan Design2025-07-05T03:37:54-04:00

We begin with a brief strategy session to understand your business, goals, and employee structure. Based on this, we help you choose the right plan typeโ€”401(k), SEP, SIMPLE IRA, or Defined Benefitโ€”and design the contribution structure.

Setup & Documentation2025-07-05T03:38:00-04:00

We handle all paperwork, onboarding, and regulatory filings. This includes plan documents, account creation, payroll integration, and notices to employees. You remain in control, but we do the heavy lifting.

Investment Lineup & Platform2025-07-05T03:38:05-04:00

We provide a curated investment menu based on research-driven models, low-cost options, and, if desired, values-based portfolios. Our platform is conflict-freeโ€”no proprietary funds, ever.

Employee Onboarding2025-07-05T03:38:10-04:00

We deliver educational materials and offer live or virtual sessions to help your employees enroll, understand their options, and make informed decisions. We also provide ongoing participant support.

Ongoing Management2025-07-05T03:38:29-04:00

We support your plan year-round with:
โ€ข Contribution monitoring
โ€ข Eligibility reviews
โ€ข Compliance checks
โ€ข Plan updates and amendments
โ€ข Coordination with your CPA or payroll team

Annual Review & Optimization2025-07-05T03:38:35-04:00

Each year, we assess plan health, participation, contribution rates, fees, and overall effectiveness. If your business grows, we adjust accordinglyโ€”helping your plan evolve with you.

Learn more by calling 800.832.8514 or emailing account-services@globaladvisers.com.

Start your plan the right way

Talk to us today.

global advisers why choose us

Insights

  • March 15, 2024

    Supporting Employee Financial Resilience through Emergency Savings

  • February 28, 2024

    Achieving Mental Health Parity Compliance: A Strategic Approach

  • February 2, 2024

    Enhancing Competitive Edge and Employee Well-being

  • January 15, 2024

    Enhancing HIPAA Compliance: Proactive Measures for Health Plans Amid Increasing Data Breaches

Get Started

Ready to Begin?

Letโ€™s Talk
800.832.8514

Review Global Advisers with FINRAโ€™s Broker Check

MoneyBriefings
MoneyBriefings

Subscribe to our newsletter about economic and political trends shaping the markets, industries, and the global economy.

global advisers wealth management
Explore
What We Do
Resources
global advisers wealth management
Explore
What We Do
Resources
global advisers wealth management
Explore
What We Do
Resources

ยฉ 1993 - 2025 Global Advisers, LLC

Global Advisers LLC is a registered investment adviser in PA, CA, and FL. Advisory firms cannot transact business in states where it is not registered, excluded, or exempt, except as permitted under the de minimis exemption. Personalized investment advice or securities transactions for compensation will only be provided where registered or exempt.

Search

Company Information

Global Advisers

Select

This website uses cookies and third party services. Settings OK Opt Out

Your Privacy Choices

See the following information about choices available to you regarding certain tracking technologies on globaladvisers.com. After making your choices, click the OK button. Your choices will be stored as a cookie on your device. For California Residents This website shares personal information for cross contextual advertising as defined by California law. California law provides a right for California residents to opt-out of such sharing. To opt-out of such sharing, click "Opt Out".

Privacy Policy

You may also read our Privacy Policy for more information about our privacy practices, including how we use your data to deliver advertising and your advertising choices. Some of our business segments may use certain personal information they have about you, such as e-mail address, to deliver our ads to you on other websites. To exercise choice regarding that type of advertising, please contact us via e-mail here or phone at 1-844-GALLEON. *This cookie is specific to a particular device and browser, so if you use different browsers or devices, you will need to opt out on each. In addition, because the opt-out is facilitated via cookies, if you clear your cookies you will need to opt out again.
Go to Top