"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.  She 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 and 2016 Top Woman Advisor list.

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 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.  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 and 2016 Top Woman Advisor list.