Grantz, Jason E. "4 Ways Advisors can Optimize the Value they Bring to Retirement Plan Sponsors" - Benefits Pro, October 14, 2019, Benefits Pro - 4 Ways
Correia, Margarida "Broker-Dealers see automation as key to gain business edge" - Pension & Investments, October 14, 2019 P&I BD see Automation - Citation by Grantz
Grantz, Jason E. "The DOL Audit:Understanding the spectrum of risk" - Employee Benefit News, June 7, 2018 EBN: DOL Audit - Spectrum of Risk
Barney, Lee "Benchmarking Managed Accounts Against Participant Goals" - planadviser Magazine, July 27, 2017 Benchmarking Managed Acccounts - Citation by Grantz
Sullivan, John "How to Avoid a 401k Fiduciary Freak Out" - 401(k) Specialist, March 4, 2017How to Avoid Fid Freak Out - Citation by Grantz
Blackpool Giles, Lynn - "Multiple Employer Plans have a Bright Future" - Paychex.com, November 4, 2016 MEPs have Bright Future - Citation by Grantz
Grantz, Jason E. "How 401k Advisors Can Effectively Offer 3(16) Services" - 401(k) Specialist Magazine, June 14, 2016. 401k Specialist - 3(16) Piece for Advisors
Carosa, Chris "Dol Fiduciary Rule's Conflict-of-Interest Split Personality" - FiduciaryNews.com, May 10, 2016 FN - DOL Fid Rule Split Personality - Citation by Grantz
Blackpool Giles, Lynn "DOL fiduciary rule set to shake up retirement marketplace" - ThinkAdvisor, February 24, 2016 TA - DOL Fid Rule Shake UP - Citations by Grantz
Grantz, Jason E. "Third Party Fiduciaries - Myth and Reality" - January 17, 2013, Unified Trust.
Email jason.e.grantz@gmail.com for a copy.
Kasten, Gregory W. and Jason E. Grantz. "Retirement Income - In-Plan vs. Out-of-Plan Solutions, Which Is Better?" - The Journal of Compensation and Benefits, January/February 2013. JCB - Retirement Income
Grantz, Jason E. and Michael Samford. "Deconstructing the Discretionary Fiduciary Models: ERISA Section 3(38) Investment Managers vs. Discretionary Trustees". Journal of Pension Benefits, Winter 2011. JPB Deconstructing Discretionary Fiduciary Models
Blanchett, David M. and Jason E. Grantz. "Retirement Success: A Surprising Look into the Factors that Drive Positive Outcomes" - The ASPPA Journal, Summer 2011. ASPPA Journal - Retirement Success: Factors
