"Only Focused On Group Retirement Plans Including Fiduciary Oversight"

401(k) Plan Professionals - Our Name Says It All

We are knowledgeable, experienced retirement plan professionals who work exclusively with your employer-sponsored retirement plans.  We can help you design a plan that suits the needs of your organization and your workforce; implementing the highest fiduciary standards, while offering an appropriate mix of investment options, education and personalized counsel to your employees.

Service Is A Top Priority

Satisfying customer needs has been a cornerstone of our firm’s success. We use sophisticated asset allocation software to help you determine the best combination of risk and return for your investments, and provide regularly scheduled portfolio reviews. Plus, we take pride in our thorough, one-on-one communication system that makes each experience you have with us enjoyable and beneficial.

A Unique Operating Structure

We serve as the single point of contact for you and your employees, handling all communication with recordkeepers, investment managers and trustees of your retirement plan. Our approach helps you save time eliminating the need for you to make multiple calls—helping improve your overall satisfaction with your plan.

Jessica Ballin is an Investment Advisor Representative with Global Retirement Partners (GRP) and Principal of 401(k) Plan Professionals.  She has been a retirement planning specialist for 16 years, joining National Retirement Partners, which later became LPL Retirement Partners, a network associated with LPL Financial, in January, 2007.  She graduated from the Carlson School of Management at the University of Minnesota in 2000.  Jessica went on to work as a financial advisor at Wachovia Securities; focusing on the retirement industry.  She has obtained her Series 7 and 66 registrations and is an Accredited Investment Fiduciary (AIF), has her PRP designation from PlanSponsor magazine and sits on the board for the Midwest Pension Conferences.  In 2008 she was nominated by industry peers and selected based on attributes including credentials, experience, and a career consistency indicative of future industry leadership potential as one of 20 Rising Stars of Retirement Plan Advisors by Institutional Investor News.

Jessica has earned the C(k)P™ Certified 401(k) Professional Designation from The Retirement Advisor University™ in collaboration with UCLA Anderson School of Management Executive Education. Most recently, she was named to the 2015 Financial Times Top 401 Retirement Plan Advisors list and named by NAPA to the 2015, 2016 and 2017 Top Woman Advisor list.  In 2018, Jessica was awarded the Young Guns designation by NAPA for top plan advisors under 40 years old.

Jenna Witherbee  

Investment Advisor Representative- AIF®

2015 NAPA Net Top Woman Advisor Press Release. (103KB .pdf)

Jenna Witherbee is an Investment Advisor Representative with Global Retirement Partners (GRP) and 401(k) Plan Professionals.  She began with 401(k) Plan Professionals in their internship program while attending college at the Carlson School of Management at the University of Minnesota.  While interning, Jenna gained experience with administrative and marketing support, creating vendor proposals and assisting with plan design consulting.  After completing her degree in Finance from the University of Minnesota and obtaining Series 7, Series 66 and MN Insurance registrations, Jenna began full time with 401(k) Plan Professionals in 2009.  Jenna is currently responsible for providing exceptional service to the small to mid-size clients including investment research and due diligence, group and individual employee education meetings, plan design consulting, fee benchmarking and vendor proposals. Most recently, she was named by NAPA to the 2015, 2016 and 2017 Top Woman Advisor list.

Gina Buchholz

Investment Advisor Representative- AIF®

Gina Buchholz brings over 20 years of retirement plan experience to our team. After graduating from the University of Iowa with a B.S. in Finance, Gina began her career as a 401(k) sales and service representative and later worked at an advisory firm. She joined 401(k) Plan Professionals in September of 2017. Gina is Series 7 and 63 licensed and has an AIF® designation. Gina will work closely with our plan sponsor clients to oversee and help service their retirement plans, including plan design consulting, investment due diligence, investment research and employee assistance and education.

She is also a volunteer for Best Prep, a nonprofit organization with a mission to increase financial literacy for Minnesota middle school and high school students.

Gina lives in Chanhassen with her husband and two children.

Kristen Karlin

Director of Marketing

Kristen Karlin is the Director of Marketing for 401 (k) Plan Professionals and joined the team in September of 2017. She interned with our team while attending the Carlson School of Management at the University of Minnesota where she graduated with a degree in Finance and a minor in Spanish in 2011. Communication and marketing have been passions of Kristen’s since she can remember and she is thrilled to be part of the team once again.

When she is not working with our advisors, Kristen teaches yoga and meditation to private clients, business leaders and their employees, and anybody who wants to deepen their connection to themself.

Kristen lives in her favorite part of the cities -- Uptown, Minneapolis next to the Lake of the Isles with her dog, Lupe.