News & Events

June 2015
Plan Adviser Magazine - Top 100 Retirement Plan Advisers
PlanSponsor Magazine names GPS President Jamie Worrell one of the "Top 100 Retirement Plan Advisers" in the country. The PLAN ADVISER Top 100 list is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures. To read the full article, click here Top 100 Retirement Plan Advisers

June 23, 2015
Paw Sox Client Appreciation Night
GPS hosts client appreciation night at the Pawtucket Red Sox, while supporting the Providence Children's Museum.

June 19, 2015
Financial Times - Top 401 Retirement Plan Advisors list
Financial Times names GPS President Jamie Worrell to its "Top 401 Retirement Plan Advisers" list. The list of plan advisors at national, independent and regional broker-dealers is selected from roughly 650 plan advisors who met the qualifications.

June 16, 2015
GPS hosts Retirement Plan Seminar for Finance & HR Executives: "The Convergence of Health, Wealth & Retirement for a Thriving Business & Happy Employees.."

March 21, 2014
Jamie Worrell Named To Top 100 Advisors List
PROVIDENCE, RI (July 1, 2014) - GPS Investment Advisors is pleased to announce that its President, Jamie Worrell, was recently named by Plan Advisor Magazine as one of the Top 100 Retirement Plan Advisors in the country in the November/December issue. The PLAN ADVISOR Top 100 Advisors is a nationwide listing of Retirement Plan advisors who stand out in terms of a series of quantitative measures.

Worrell and his team have consistently been recognized for their retirement plan advisory work, fiduciary investment advice and longstanding client relationships, including Worrell's induction to the Plan Advisors "Hall of Fame" in 2012 along with being voted as the "Retirement Plan Advisors of the Year" by PLANSPONSOR Magazine in 2011. He leads a team of dedicated specialists delivering retirement plan consulting services including investment advice, RFP services, fee benchmarking, employee education, and fiduciary compliance. GPS strives to protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for plan participants.

A graduate of Moses Brown, Connecticut College, and Suffolk Law School, Worrell is a resident of Providence's East Side.

October 8, 2013
SAN ANTONIO, TX - Jamie Worrell, President of GPS Investment Advisors, led a panel titled "Operational Risk Management" for Retirement Plans at The Center for Due Diligence 2013 Advisor Conference on October 8th in San Antonio, TX. This year's conference theme was Identifying & Managing Retirement Plans Risk.

September 16, 2013
HHCRI Event



GPS Investment Advisors was happy to support Home and Hospice Care of Rhode Island's annual Golf Invitational held at the Sakonnet Golf Club.


September 7, 2013
Davenport Seaside Le Mans
GPS Investment Advisors was happy to support the Davenport Companies Seaside Le Mans fund race for the Cape Cod community.

July 18, 2013
Providence Community Boating Center Renaissance Regatta
GPS Investment Advisors was happy to support the Providence Community Boating Center's 2013 Renaissance Regatta.

February 5, 2013
Jamie Worrell Named To Top 100 Advisors List for 2013 - RI Small Business Journal
PROVIDENCE, RI (February 5, 2013) - GPS Investment Advisors/401(k) Advisors, is pleased to announce that President & Managing Director Jamie Worrell was recently named by Plan Advisor Magazine as one of the Top 100 Retirement Plan Advisors in the country. The PLAN ADVISOR Top 100 Advisors is a listing of those who stand out in terms of a series of quantitative measures. Worrell's selection was announced in the November/December 2012 issue of the magazine.

Worrell has consistently been recognized for his fiduciary investment advice and longstanding client relationships. He was an inductee into the Plan Advisors Hall of Fame in 2012 and was voted as the 2011 "Retirement Plan Advisor of the Year" by PLANSPONSOR Magazine.

Worrell, a 20-year industry veteran, leads a team whose mission is "creating ongoing successful retirement plan experiences for employers and employees." A graduate of Connecticut College ('89) and Suffolk University Law School ('97 cum laude), Worrell is a resident of Providence's East Side.

Based in Providence, GPS Investment Advisors/ 401(k) Advisors provides fiduciary investment advice and consulting for 401(k) and other retirement plans. Dedicated specialists focused solely on delivering retirement plan consulting services, they help protect plan fiduciaries from personal and corporate financial liability, while striving to enhance investment opportunities for plan participants. investorgps.com

To read the full article, click here: Capping Pension Savings Sends Wrong Message

April 6, 2012
PROVIDENCE, RI -- Firm president, Jamie Worrell, to speak at the Rhode Island College "Finances and Aging" Conference on Wednesday, April 25. Presented by the Rhode Island College Gerontology Center and School of Management. 

About the Conference
Participants will become familiar with the causes of senior economic insecurity and differences by race and gender and learn how to prepare for retirement decisions. They will also gain awareness of the impact of changes in public funding on services and benefits for older adults, and understand income replacement ratios and how pensions are structured, managed, funded and financed to meet the promised obligations.  More Information

March 29, 2012
NEW YORK, NY -- Congratulations to our President & Managing Director Jamie Worrell who was recently inducted into the Plan Advisor Hall of Fame at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner in March in New York City. Jamie was one of two inductees at the national gathering of retirement plan professionals; last year he was voted as the 2011 “Retirement Plan Advisor of the Year” by PLANSPONSOR Magazine.

September 13, 2011
PROVIDENCE, RI -- GPS Investment Advisors is proud to announce that firm president, Jamie Worrell will be speaking at The Center for Due Diligence's (CFDD) 2011 Advisor Conference in Chicago, IL from October 17th - 19th, 2011. Jamie will be sitting on two panels, alongside other advisors, discussing how GPS Investment Advisors contributes to the following topics:

How Specialists Differentiate From Generalists
Results-Oriented Participant Communication

About the CFDD
The Center for Due Diligence (CFDD) is an independent information and strategic services firm serving the retirement plans industry. Formerly the premier provider of 401(k) program competitive analysis, the CFDD is now focused on providing unbiased resources, industry leading conferences, ERISA Advisor Evaluation services, participant advice research and internet broadcasting. The CFDD's Advisor Conference is the premier educational and networking event targeting the retirement plans advisory industry. More accomplished retirement plan advisors attend the bottom-up, content rich and advisor-centric conference than any other industry event. The CFDD's ratio of advisors to registrants is unmatched. To learn more about the CFDD, please visit The CFDD Website.

March 25, 2011
PROVIDENCE, RI -- GPS Investment Advisors is proud to announce that firm president, Jamie Worrell was selected as the winner of "Retirement Plan Adviser of the Year" by PLANSPONSOR Magazine. Jamie was selected from PLANADVISOR Magazine's 2010 list of "Top 100 Retirement Plan Advisors."

Candidates are nominated by clients, colleagues and peers nationwide and voted on by a panel of industry experts. Jamie was selected after panelist interviews of nominees, clients, and peers and was announced March 24th, 2011 at the PLANSPONSOR Annual Awards Dinner in New York City.

Securities and Investment Advisory Services may be offered through NFP Securities, Inc. (NFPSI), member FINRA/SIPC. GPS Investment Advisors is a member of Benefits Partners, an affiliate of NFPSI. GPS Investment Advisors and NFPSI are not affiliated.
View Announcement

February 10, 2011
PROVIDENCE, RI -- GPS Investment Advisors is proud to announce that firm president, Jamie Worrell was selected as a finalist for 2010's "Retirement Plan Adviser of the Year" by PLANSPONSOR Magazine. Finalists are selected from PLANADVISOR Magazine's 2010 list of "Top 100 Retirement Plan Advisors". Candidates are nominated by clients, colleagues and peers nationwide and voted on by a panel of industry experts. The winner will be selected after panelist interviews of nominees, clients, and peers and will be announced March 24th, at the PLANSPONSOR Annual Awards Dinner in New York City.

October 20, 2010
Providence, RI -- GPS Investment Advisors is partnering with Mastors & Servant Risk Services, LLC and The Society of Human Resources of Rhode Island in hosting a seminar featuring U.S. Department of Labor guest speaker Kristy Phillips. Speakers will address the recent legislation impacting 401(k) and 403(b) plans, as well as outline fiduciary responsibility best practices and risk management. Kristy Philips from the Department of Labor will discuss fiduciary liability, what to do in the event of an audit, as well as the DOL's voluntary correction program. Event participants will participate in an interactive roundtable discussion and receive a custom benchmarking of their plan against their peers. The event will be held October 20th at the Crowne Plaza Hotel, and will require advance registration. Call GPS Investment Advisors at 401-521-5588 for more information or to register.

October 7, 2010
Chicago, IL -- Jamie Worrell, President GPS Investment Advisors will be a guest contributor at Center For Due Diligence Annual Advisor conference, to be held October 7, 2010 in Chicago. Worrell will participate in a panelist discussion addressing the Advisors role, as well as the committees role in determining overall plan health, and how all parties can carefully document their processes to ensure satisfactory fiduciary compliance. The panel will also discuss how to rebuild the advisory firms infrastructure, and how the advisor may distinguish himself from others utilizing the newest tool and resources offered by a wealth of new service providers.

April 26, 2010
Providence, RI -- Jamie Worrell, President of GPS Investment Advisors has been appointed to the Rhode Island Commodores by State Governor and Commander-in-Chief of the Commodores, Donald L. Carcieri. The RI Commodores are a group of business and civic leaders committed to the economic development of the state. As a member of this prestigious group, Mr. Worrell looks forward to improving the state's economy and quality of life in the years to come.

April 23, 2010
Boston, MA -- Jamie Worrell, Managing Director of 401(k) Advisors and GPS Investment Advisors will serve on a keynote panel discussion at the Boston Midsized Pension Conference to be held May 4-7. The discussion entitled "Keep Your Retirement Program and Participants on Track" will address the impact of the recession on employee sponsored retirement programs.

October 6, 2009
Scottsdale AZ -- Jamie Worrell, President of GPS Investment Advisors was recently invited to speak at The Center for Due Diligence's Annual Fall Conference. Mr Worrell's presentation entitled "The Impact of Economic Distress for Retirement Plans and Advisors: Protocol for Retirement Plan Clients was featured on the program October 6 at the Scottsdale AZ event.

September 25, 2009
Orlando, FL -- GPS Investment Advisor's president Jamie Worrell was a featured guest speaker at the Plan Advisor National Conference. Mr Worrell's presentation entitled "Technology and the Modern Advisor" was well attended by an audience of industry professionals and retirement plan sponsors.

July 9, 2009
Providence, RI -- Jamie Worrell, President of GPS Investment Advisors to appear on NBC/WJAR's "Business Talk" with Host Frank Coletta. Worrell will be discussing 401(k) topics including: the state of the 401(k), cost saving strategies, the need for Plan Sponsors/participants to uncover plan fees, and 401(k) investment trends.

June 23, 2009
New London, CT -- "Everything You've Always Wanted to Know About Fiduciary Responsibilty But Were Afraid To Ask". GPS Investment Advisors to present seminar offering a comprehensive look at the fiduciary duties and obligations of retirement plan sponsors. Worrell will be joined by John. H. Reid, III Esq., Partner at Edwards Angell Palmer & Dodge, LLP who will contribute his knowledge and experience as a noted ERISA attorney. For information call 401-521-5588.

April 30, 2009
Wall Street Journal "Funds Watch" column quotes GPS Investment Advisors President Jamie Worrell in article about using custom Target Date Portfolios in 401(k) plans.

April 29, 2009
Providence, RI -- "Managing Retirement Benefits in a time of Crisis" GPS Investments Advisors to host seminar addressing critical issues facing Plan Sponsors in today's turbulent market. The event will be co-hosted by Paul Martineau, President of The Employers Association, and feature several industry experts as contributing speakers. For information call 401-521-5588 .

December, 2008
Jamie Worrell, President of Providence, RI based GPS Investment Advisors was recently named one of The Most Successful Retirement Plan Advisors by PLANSPONSOR Magazine. Selections were made from over 550 nominees based on quantitative criteria, with 31 advisers nationwide receiving the honor. This year's selection marks the second time Mr. Worrell has received the distinction.

Nov. 17-18, 2008
Miami, FL -- "Best Practices for Managing a Large/Jumbo Defined Contribution Plan" Jamie Worrell, President of GPS Investment Advisors to be featured as Guest Speaker at the Financial Research Associates Annual Plan Sponsor Defined Contribution Summit.
View Invite

Oct.14,2008
Phoenix, AZ -- "What Do You Do: Communicating Your Role To Plan Sponsors" Jamie Worrell, President of GPS Investment Advisors participates as a contributing speaker at The Center For Due Diligence 2008 Advisor Conference.

Sept. 17, 2008
Orlando, FL -- "Best Practices for Participant Education Meetings in a Post-PPA World" Jamie Worrell President of GPS Investment Advisors participates in panelist discussion as part of the 2008 PlanAdvisor National Conference.
For more information Contact GPS

Sept. 11, 2008
Foxborough, MA -- GPS Investment Advisors hosts a breakfast seminar at the Courtyard Marriot in Foxborough, Mass. Topics to be covered include a 401(k) legislative/trends update and a segment on understanding and negotiating 401(k) fees to ensure a better retirement plan for your company and its employees. The seminar features guest speakers from two well-known 401(k) providers.
View Invite
Contact GPS for more information to register.

Sept.5, 2008
401(k) Day.
401(k) Day is an annual celebration spotlighting the importance of employer-sponsored profit sharing and 401(k) plans. As retirement follows work, 401(k) Day follows Labor Day. In 2008, 401(k) Day is officially September 5, 2008, the Friday after Labor Day.

http://www.401kday.org/

June 25, 2008
GPS hosts a 401(k) Fee Webinar explaining how plan sponsors can uncover and understand 401(k) fees.
Contact GPS
for more information to register.

June 12-13, 2008
Jamie Worrell, President of GPS spoke at the Rhode Island Bar Association Annual Meeting. “An Update on Major Changes Occurring in 401(k) & Pension Plans.”

May 21, 2008
GPS hosts Retirement Plan Update Seminar at the Providence Marriott. Panel format features several industry experts covering 401(k) fees, target date/lifecycle funds, auto enrollment and new regulations for Non-Profits.
View Invite

March 31, 2008
Jamie Worrell, President of GPS was a panelist at the QDIA -Qualified Default Investment Alternatives- Summit at the Harvard Club in Boston. “A Practical Guide to Maintaining Fiduciary and Legal Responsibility in a New Era of QDIA.”

December, 2007
GPS Investment Advisors named in PLANSPONSOR & PLANADVISOR Magazine’s report: “The Most Successful Retirement Plan Advisors.”

November, 2007 Jamie Worrell, President of GPS named one of Institutional Investor News’ “20 Rising Stars of Retirement Plan Advisors.”

November, 2007
Jamie Worrell’s presentation and photo featured in Institutional Investor News’s coverage of the Center for Due Diligence Conference.

October, 2007
Jamie Worrell, President of GPS presents to over 200 advisor and industry peers at the Center for Due Diligence Annual Conference in Phoenix, AZ. “From the Trenches to the Boardroom: A Seismic Shift in the Advisor’s Role” and “The Automation of 401(k) Plans: Evolving Changes Post Pension Protection Act.”

June, 2007
GPS Investment Advisors hosts Retirement Plan Seminar in Providence, RI: “The Pension Protection Act and Auto-Pilot Programs: “Why Employers Are Taking Over Employees 401(k)s.”

December, 2006
GPS hosts Retirement Plan Seminar: “The New Pension Protection Act – Issues and Options.” 

September, 2006
Jamie Worrell completes training and testing requirements necessary to earn the PLANSPONSOR Institute’s PLANSPONSOR Retirement Professional (PRP) designation.

September, 2006
GPS hosts Retirement Plan Seminar: “Retirement and Healthcare Plan Update for Finance and Human Resources Professionals.” 

March, 2006
GPS hosts Retirement Plan Seminar: “Defining and Achieving a Successful Company Retirement Plan.”  

September, 2005
Jamie Worrell completes training and testing requirements necessary to earn the Center for Fiduciary Studies’ Accredited Investment Fiduciary (AIF) designation, earning additional honors for highest grade on final exam.

October, 2005
GPS hosts Retirement Plan Seminar: “Investment Best Practices for 401(k) Plans.”

January, 2005
GPS hosts Non Qualified Retirement Plan Seminar “Non-Qualified Deferred Compensation Plan Update.”   

October, 2004
GPS hosts Retirement Plan Seminar: “How to be a Plan Fiduciary.”




Contact Us | © Copyright 2012 GPS
Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Strategic Retirement Partners , LLC nor GPS Investment Advisors, LLC is affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

Why the GPS Name?
Deep Resources
Retirenment Plan Consulting
Investment Advisory
Value Added Services
Investment Philosophy