A complete list of active advisors currently associated with Glass Retirement Strategies, Inc.

Warmer can help you find a great advisor at Glass Retirement Strategies, Inc. or one who fits your needs even better.

Glass Retirement Strategies primarily advises pension, profit‑sharing and 401(k) plans and also offers the SEI Asset Allocation Program to high‑net‑worth individuals, trusts and institutional clients. Its services include retirement plan design, documentation, installation, funding and annual administration, as well as investment advisory services using SEI mutual funds and ETFs. The firm’s investment work is centered on an asset‑allocation approach, including participation in SEI’s institutional models and Dynamic Strategies to align allocations with client objectives. Services are delivered largely on a non‑discretionary basis—the firm typically recommends third‑party advisers, assists plan sponsors with recordkeeper and fund selection, and provides participant enrollment and education meetings and workshops. Compared with many peers, Glass Retirement Strategies reports substantially more assets under advisement for retirement plans (approximately $104 million) than regulatory assets under direct, non‑discretionary management (about $18 million), and it combines pension consulting and administration with ongoing participant education. The firm’s principal is also a licensed insurance producer and the brochure discloses receipt of commissions from insurance and annuity sales, as well as occasional expert‑witness and case‑evaluation work, which the firm says it manages through its fiduciary policies and Code of Ethics.

To learn more about the advisors currently working at Glass Retirement Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.