Employer Plan Opportunities
403b/457b401A/ORP & Higher Education

A Leader in the Employer Plans

At GWN Securities, Inc., we specialize in providing comprehensive 403(b) services tailored to meet educational institutions and nonprofit organizations’ unique needs. We empower independent financial advisors by providing robust support, resources, and investment options to help you effectively manage and expand your Employer Plan client base. Our services are crafted to ensure you deliver exceptional value to your clients.

 

GWN's commitment to the Employer Plan and retirement plan market has driven the development of many of the programs we offer today. We believe that informed decisions stem from having a wide range of quality options at your disposal. With a GWN payroll slot, you'll gain access to thousands of mutual funds and ETFs. Whether your business model is commission-based or fee-based, we offer solutions to meet your needs, including a comprehensive list of professional money managers ready to support you. Additionally, we maintain relationships with numerous partners that provide access to payroll slots outside of GWN.

 

GWN also offers a full-service third-party administration company. This administrative arm is fully automated and electronically linked with hundreds of nationally recognized mutual fund and insurance companies. This advanced technology enhances our ability to provide complete administration for 403(b), 401(a), 457, IRA, SEP IRA, 401(k), and other Defined Contribution-type plans. Our services include fully compliant plan documents, compliance monitoring, and rapid transactional processing, ensuring that all administrative duties are handled efficiently and accurately. With GWN Securities, you can confidently expand your 403(b) services and significantly impact in the retirement planning space.

 

Our advanced technology, comprehensive support, and commitment to your success position you to deliver unparalleled value to your clients. Elevate your retirement plans with GWN Securities.

Contact Us

 

Address

11440 N Jog Road,

Palm Beach Gardens, FL 33418

Call Us

(561) 472-2740

 

 

Email Us

goc@gwnsecurities.com

 

Open Hours

Monday - Friday

9:00AM - 05:00PM

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