Great Gray Trust Company

Celebrating our one-year anniversary as Great Gray Trust Company. It’s been a great year.   The year has gone by quickly, but a lot has been accomplished: - Total Collective Investment Trust (CIT) assets have increased by 35%, or $46.8B - We’ve added 89 funds and 59 share classes   Here’s where we currently stand: Great Gray is a leader in the collective investment trust (CIT) market with over $179 billion in fund assets. These assets are spread across funds that are overseen by 80 sub-advisors. Additionally, Great Gray maintains trading agreements with 38 trading platforms that provide access to 200+ recordkeepers (as of March 31, 2024). Thanks, and congratulations to the entire team!   #DCIOs #PlanAdvisors #GreatGrayCareers #RetirementPlanning #RetirementInnovation

Great Gray attended the Employee Retirement Income Security Act of 1974 (ERISA) 50th Anniversary Symposium and Gala today in Washington, D.C. This event celebrated five decades of ERISA's impact and featured prominent speakers, including Senator Ron Wyden and historian Douglas Brinkley. ERISA's significance can't be understated, as Collective Investment Trusts (CITs) can only be included in retirement accounts qualified by ERISA. We are proud to participate in a thriving retirement ecosystem, and will never stop looking for smart ways to innovate and grow our industry. And ultimately, bring greater value to those we serve. #ERISA #CITs #PlanAdvisor #401k

What if client service isn't just a department, but the very essence of how you operate your business? We had a lively discussion yesterday with tangible key takeaways featuring Dan Dal Degan, former executive at Salesforce and Oracle and member of Great Gray’s parent company Board of Directors, and panelists Brett Dankowski, C(k)P®, CPFA™ - Senior Retirement Plan Consultant -OneDigital, and Sean Kelly, CFP AIF, Vice President / Financial Advisor – Heffernan Financial. This morning, Dan and Sean will be joined by Calla Gorman, CRPC®, CPFA®, ESG(k) - Vice President, Retirement Plan Services – Finspire. We look forward to seeing you in Ballroom C at the RPAG 2024 National Conference today. #Planadvisor #2024Jubilee

Great Gray Trust Company hosted the kickoff Happy Hour to RPAG's National Conference. There were over 100 guests in attendance enjoying the Week 1 National Football League (NFL) Sunday matchups - it was a great event. Keep an eye on the Great Gray feed to see which advisor accurately predicted both the Super Bowl matchup and the winning team.

It's time to redefine client service—not as a reactive necessity, but as a proactive, transformative approach to growth.  You have two opportunities to connect with Great Gray Trust Company and your fellow plan advisors to garner tried-and-true best practices to redefine your client service. Join us for a lively and informative discussion on either Monday 3:00 - 3:40PM in the Ritz Ballroom or Tuesday 8:50 - 9:30AM in Ballroom C. Client service shouldn't be a last-minute rescue effort. As digital transformation is rewriting the rules, we’ll show you how to innovate your client service approach with enhanced prospecting methods, turning it into a holistic strategy that permeates every facet of your business. In this session, Dan Dal Degan, Board Member of the parent holding company of Great Gray and former executive at Salesforce and Oracle, and our distinguished advisor panelists will challenge the conventional definition and encourage you to think bigger. Join Sean Kelly, CFP AIF from Heffernan Retirement Services, Brett Dankowski, C(k)P®, CPFA™ from OneDigital (Monday afternoon panel), and Calla Gorman, CRPC®, CPFA®, ESG(k) from Finspire, LLC (Tuesday morning panel) to gain tangible client service best practices. #RPAG #CITs #Clientservice #Retirementplanning #Planadvisor

Sunday, September 8th – 3:00 – 4:45 PM PST: Celebrate the first NFL Sunday with Great Gray in the Partner Pavilion and balcony at the RPAG National Conference As Great Gray prepares for the RPAG #Jubilee2024 conference, we invite you to join us for the first NFL Sunday Happy Hour. Watch the first NFL Sunday matchups with NFL Red Zone on the balcony. We will have signature cocktails and hors d’oeuvres. Click here https://lnkd.in/gZ3a89r4 to register for Happy Hour, predict who will play in the Super Bowl, and the chance to win a $250 National Football League (NFL) Shop gift card to support your favorite team. #2024NationalConference #RPAG #PlanAdvisor Julie Wimer Rob Barnett Craig McKenna Jerry Clifford, AIF®Zach Schneeloch

Are you ready to take your retirement planning game to the next level? Great Gray Trust Company invites you to our can’t-miss booth experience during the RPAG National Conference at table #18. Here’s what awaits you: -Giveaways: You’ll walk away with a magnetic golf towel or business socks—the perfect accessories to accompany your next round. -Discover RPAG Exclusive CITs: Our robust suite of single manager, core lineup CITs are available on nearly every provider platform and are 25% less expensive on average than their mutual fund equivalent. -Unlock the power of boardingpass™: our new and improved solution to elevate your processes and enhance efficiencies. Say goodbye to paperwork headaches in #CIT onboarding and hello to a streamlined experience that helps to mitigate operational risk exposure. Don’t miss connecting with the Great Gray team at our booth. Let’s tee up success, together. #2024NationalConference #RPAG #Jubilee2024 #RetirementPlanning #PlanAdvisor

Is your trustee willing to innovate alongside you as you grow? As you consider your Collective Investment Trust (CIT) options, you should assess the CIT trustee’s output of thought leadership, their place in the retirement ecosystem, and willingness to innovate.  To illustrate how Great Gray innovates and implements customer feedback, BoardingPass™ is Great Gray’s approach to modernizing the onboarding experience.  Through creating first-of-their-kind solutions such as BoardingPass, Great Gray continually expands and transforms retirement solutions through technology that streamlines, innovation that unlocks potential, and a mindset that reaches far beyond the status quo.  Understanding the importance of innovation helps you stay ahead of the curve and figure out how to adapt your strategies as advisors or asset managers in keeping up with the rapidly evolving trends. Read the full Insights post here https://lnkd.in/gmr57qbs to see the bigger picture of all four aspects of a trustee to consider when choosing a CIT.  #CITs #Retirementplanning #PlanAdvisor #Innovation

Yesterday, our President & CEO, Rob Barnett, was interviewed on the American Retirement Association's Executive Interview podcast. In this insightful episode, Rob delves into Great Gray’s history and dynamic growth trajectory, upcoming future product innovations, and the latest legislative updates that could potentially allow Collective Investment Trusts (CITs) to be offered in 403(b) plans. Tune in for a short, but informative discussion all in under 15 minutes: Listen here https://lnkd.in/g5zgzgDb or find the episode on your preferred podcast platform. At Great Gray Trust Company, we’re driven by our unique positioning at the center of the retirement ecosystem and our proactive approach to driving new solutions based on real feedback. Follow us here on LinkedIn for the latest insights in retirement innovation. #ARA #CITs #NAPA #PlanAdvisor #RetirementLegislation

Join us in welcoming Jordyn (Peck) Corcoran, Head of Business Transformation at Great Gray.  Jordyn comes to us from Ankura Consulting, Office of the CFO practice. Her deep expertise in guiding complex transformations, building strong cross functional relationships and improving processes through workflow redesign and technology enablement makes her the perfect fit for this role. With over 15 years of industry and consulting experience, Jordyn will be at the forefront of our large-scale transformation projects aimed at enhancing operational efficiency and scaling for growth. Her initial focus areas to help achieve Great Gray’s mission will include:  - Strategic Project Management: Establish a robust framework to bridge project execution and organizational strategy, ensuring projects are aligned with strategic goals and deliver tangible business value.   - Transformative Approach: Spearhead projects centered around streamlined processes, technology, and employee experience to create a scalable, integrated and efficient platform for growth.   - Vendor Management Program: Build a comprehensive enterprise-wide program to optimize past, present and future vendor relationships through the lens of procurement, risk management and contract management lifecycle.  Overall, Jordyn is committed to establishing business practices that continue to transform our organization, leading strategic initiatives for sustained growth.  We’re excited about the innovations and improvements she will bring across our organization.  Great Gray Trust Company continues to search for talented individuals to join our team. View our open roles via our LinkedIn page.  #GreatGrayCareers #BusinessTransformation #CompanyCulture #EnhancedEfficency #Hiring