GPS delivers the sophistication, scale, depth and breadth of a national service provider combined with the proactive personalized service of a local provider. Our partnerships with leading national organizations and our collaboration with professionals across the country allow us to deliver best in class services, products and advice no matter how small or large the client and no matter how simple or sophisticated the situation. To be selected as a partner, GPS's Partners must meet GPS's high standards and offer superior value and resources that we can offer to our clients.

401(k) Advisors is one of the largest independent retirement plan advisory firms, servicing over 250 clients. They are a subsidiary of National Financial Partners (NYSE: NFP),a financial services network consisting of over 170 owned firms and more than 330 member firms serving approximately 30,000 companies nationwide. 401(k) Advisors is headquartered in Orange County, CA with multiple offices nationwide.

They have been recognized in Plan Sponsor Magazine as one of the Elite Consulting Firms in the country with dedicated specialists focused on delivering retirement plan consulting services. They provide Investment Due Diligence, RFP Vendor Analysis, and Operational Support to over 200 other Retirement Consulting Firms across the United States representing in excess of $32 billion.

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GPS Investment Advisors is a member of the PSCA/401(k) Council of America. PSCA is the premier not-for-profit organization of 401(k) and profit sharing plan sponsors.  It provides best practices and information for members and their more than five million employees. PSCA represents its members' interests to federal policymakers and offers practical, cost-effective assistance with profit sharing and 401(k) plan design, administration, investment, compliance and communication. PSCA’s services are tailored to meet the needs of both large and small companies. Members range in size from Fortune 100 firms to small, entrepreneurial businesses (NFP is not affiliated with the PSCA).

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The Foundation for Fiduciary Studies. GPS Investment Advisors complements its internal fiduciary best practices and fiduciary compliance processes with tools and processes developed by the Foundation for Fiduciary Studies (The Foundation). The Foundation is a nonprofit organization that was established to develop and advance practice standards of care for investment fiduciaries, which includes trustees and investment committee members, as well as brokers, bankers, and investment advisors. It is independent of any ties to the investment community and therefore, positioned to be a crucible for advancing the practice standards of care. The Foundation operates in association with the Center for Fiduciary Studies, which is located at the University of Pittsburgh Katz Graduate School of Business, Center for Executive Education, ranked among the top 15 executive education programs in the nation.

NFP is not affiliated with fi360/The Foundation for Fiduciary Studies or
The Center for Fiduciary Studies.

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GPS Investment Advisors is a member of NFP Benefits Partners.
NFP Benefits Partners is a national producer group comprised of highly productive, successful, and industry-savvy retirement and healthcare-focused firms. They strive to foster a culture of idea and market-differentiating resource sharing to be the best mid-market corporate benefits producer group in the country. Firms join Benefits Partners to add value to their practice by differentiating themselves from the competition. Their Value Proposition provides for distinctive tools, resources, intellectual exchange forums, marketing collateral and other information to help member firms create business efficiencies, implement best practices, share ideas and train staff. Membership in Benefits Partners offers the advantages of scale, leverage and additional resources to help advisors deliver better service their clients.

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GPS Investment Advisors employees have earned the

PLANSPONSOR Institute’s PRP designation (PLANSPONSOR Retirement Professional).

The PLANSPONSOR Institute is the education arm of PLANSPONSOR®, one of the nation's leading authorities on retirement issues. For more than a decade, PLANSPONSOR has provided news, insights, and information services to help employers and financial advisers navigate the complex world of retirement and benefit programs. To earn the PRP designation, a candidate must satisfy requirements involving:
- Professional experience
- Coursework
- Final examination
- Business character
- Continuing education

Professional Experience – A successful candidate must have five years of direct retirement industry sales, service, and/or support experience and be approved by the PRP Advisory Board.
Online Coursework – Prior to participating in instructor-led classes, a successful candidate must attend online Web-based courses hosted by PLANSPONSOR Institute, and designed to prepare candidates for the instructor-led training session and final examination.
Instructor-Led Training Session – A PRP candidate must attend an instructor-led, multiple-day training session which features case studies and group best practices exercises.
Final Examination – Each candidate must sit for a proctored, 100-item final examination held at the conclusion of the multiple-day training session, and obtain a passing score of 70% or better.
Professional Reference – Each PRP candidate must submit a letter of reference that attests to his or her qualifications for certification.
Signed Ethics Statement – Each PRP candidate must sign the PLANSPONSOR Institute's PRP Code of Ethics to verify that the individual pledges to maintain a high standard of conduct, competency, knowledge, professionalism, integrity, objectivity, and responsibility in the practice of his or her profession.
Continuing Education – On an ongoing basis, PRPs must complete 12 hours of continuing education each year, on an anniversary-year basis.

NFP is not affiliated with PLANSPONSOR or the PLANSPONSOR Institute.

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