PG: The process we have refined over many years of experience supports plan sponsors in fulfilling the extensive responsibilities of a fiduciary, maximizing their resources and—most importantly—helping their employees retire on time, successfully and with dignity.PA: What benchmarks do you use to measure plan and client success? Through many organizational changes, corporate mergers and an array of corporate cultures, Tom’s singular focus on helping employees suitably prepare for retirement has remained unchanged. Global Resources. PG: The Parks Group at Graystone Consulting is passionate about helping plan sponsors maximize their fiduciary protection. The teams in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members and their regulatory records. The Downtown Partnership of Baltimore is your connection to everything that’s happening in Maryland’s largest business center, cultural district, and fastest-growing neighborhoods. Tom Parks, founder of The Parks Group, began his journey in 1981 at the institutional consulting group of EF Hutton. The Greystone Group is a transaction oriented middle market investment bank based in Southlake, Texas. Russell M. LaGreca CFP®, CIMA®, CRPS® - The J.K. Meek Group at Morgan Stanley Graystone Consulting John H. Ludwig ChFC®, CRPS®, AIF® - LHD Retirement Patrick McKiernan C(k)P® - Plan Resource Group at RBC As a result of the fee remaining the same, the savings amounted to approximately $19,750. PA: What is your mission statement? 411 E Wisconsin Ave Ste #2200 Milwaukee, WI 53202. phone. No matter your community’s stage, our team focuses on the total resident experience to maximize hospitality and enhance market position. East Granby, CT – The Retirement Advisor Council is pleased to announce that Tina Wisialowski, Senior Institutional Consultant with The Parks Group at Graystone Consulting, a business of Morgan Stanley, has joined the Council effective January 1, 2019. How do you react to clients or prospects who don’t share your goals for their retirement plan? The recordkeeper subsequently lowered its fees by 0.11%, which amounted to roughly $300,000 annually in dollar terms. Learn More. PG: On an annual basis, The Parks Group performs a fiduciary benchmark analysis for each client to assess their plan’s fees and participant success measures. We fulfill the support-role needs of investment and financial services firms. Over the course of numerous market cycles, significant market corrections, and important changes to the legislative landscape, our institutional consulting team has successfully navigated these challenges in the focused and passionate effort to help more plan participants retire successfully. I recognize that many of the plan participants we support share circumstances similar to those of my mom and dad, and it gives me great pleasure to know that through our hard work, we have been able to improve the quality of life in retirement for so many! My goal is to understand your financial needs. We fully realize that our valued client relationships allow us to positively impact the quality of retirement for thousands of 401(k) plan participants, and through our comprehensive fiduciary process have helped protect the interests of many plan sponsors as they seek to address their fiduciary duties. Redrafted multiple Investment Policy Statements (IPS) to re‐assign committee responsibilities, streamline the decision‐making process and align the IPS with ongoing quarterly investment monitoring criteria. Oklahoma City: 405.850.0328. Mr. Andrews joined Greystone in 1984. Copyright ©2021 Asset International, Inc. All Rights Reserved. More than $2.5B to $3B Graystone Consulting – Cincinnati Morgan Stanley Wealth Management Cincinnati, Ohio. Get Alerts Get Alerts More Information. Graystone Consulting, a business of Morgan Stanley, announced today that it has hired The Brice Group – a team of seven investment professionals to serve institutional and individual clients in the Midwest. From a plan perspective, on an annual basis we carefully examine each plans “success measures” (participation rates, average deferral rates, percentage of employees taking full advantage of the company’s match, retirement readiness, etc.)