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Helping Advisors Succeed Since 2005

Global Process Point has been an advisor-focused retirement plan provider since our founding in 2005. Our independent approach to retirement plan services helps advisors succeed in building, growing, and maintaining a successful retirement plan practice.

Advisor Services



We offer a comprehensive suite of services to help advisors succeed.
  • Regional Sales Support
  • Plan Design and Implementation
  • Enrollment and Education Materials
  • Dedicated Client Service Manager
  • Advisor Fee Payment and Management
  • Webinars, Events, and Advisor Training

Helpful Resources



See the helpful resources below for access to sales support and service.

  • Regional Sales Map
  • Service and Support
  • Annual Plan Limits
  • Plan Forms

The Global Process Point Platform



A conflict-free, open architecture retirement platform that’s as easy to use as a bundled solution.
  • Multiple Custodian Options
  • Bundled and Unbundled TPA Options
  • Mutual Funds, ETFs, and Model Portfolios
  • Modern, Mobile-Friendly Plan Websites
  • Built-in Fiduciary Options

Plan Design Options



We offer both straight-forward and advanced plan design options to meet client objectives.
  • Standard and Safe Harbor 401(k) Plans
  • Targeted Profit Sharing Contributions
  • Defined Benefit and Cash Balance
  • Owner-Only Options


We are passionate about small businesses and creating retirement plans for owners and employees. To help us harness our passion, we have developed a clear mission, a vision for our future, and core values that guide us in our daily work.

Latest Posts from Blog

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Global Process Point New site open soon

Global Process Point New...

We are passionate about small businesses and creat...

Global Process Point News

Global Process Point News

We are passionate about small businesses and creat...