News & Events

Events

2009 Western Benefits Conference – “The Best of Both Worlds”
June 28-July 1, 2009
Location: Hyatt Regency Denver Convention Center, Denver, CO

P&I Retirement Income Solutions Summit - West Coast
October 20, 2009
Location: San Francisco, CA

News Releases

21 Sept 2009 IMCA Journal of Investment Consulting Interviews Harry Markowitz

24 Mar 2009 Sherrie Grabot, CEO of GuidedChoice, testified today before a Congressional Committee on Employer-Employee Relations. Ms. Grabot's report was on 'Retirement Security: The Importance of an Independent Investment Advisor'. Video clip on youTube.

Feburary 18, 2009 ADP and GuidedChoice Partner to Make Available Investment Advice to Retirement Plan Participants
ROSELAND, NJ and CHELMSFORD, MA – ADP ® Employer Services, a leading provider of HR, payroll and benefits administration services, and GuidedChoice TM, a leading provider of investment advice and managed account services, today announced a partnership to provide personalized advice to ADP retirement plan recordkeeping clients and their participants.

February 9, 2009 GuidedChoice Joins the Retirement Income Industry Association Membership.
GuidedChoice signaled its continued commitment to leadership in the retirement income business by announcing that it has become a member of the Retirement Income Industry Association (RIIA), a national, non-profit organization whose members are defining the future of retirement security in the United States.

November 6, 2008 Guided Choice Releases Tools Aimed At Calming Market Worries
La Jolla, Calif.-based Guided Choice, an advice and managed account firm, is developing pod casts, QuickTime videos and PowerPoint presentations that plan sponsor clients can distribute to participants worried about the markets.
Sherrie Grabot, president and ceo, said the company first started working ...

October 25, 2006 GuidedChoice improves on lifecycle fund concept, announces Managed Accounts EZ
New service announced just as target-date funds are proposed as default vehicle for automatic retirement plan enrollment. Download press release PDF here.

March 31, 2006 GuidedChoice™ CEO Sherrie Grabot appointed Chair, ERISA Advisory Council - U. S. Secretary of Labor Elaine L. Chao Appoints 2006 ERISA Advisory Council and Leadership Posts

May 2, 2005 GuidedChoice™ names key choice for business development team - 401(k) investment advice leaders tap Tom Condron to head sales and partnership efforts

March 10, 2005 GuidedChoice™ CEO Sherrie Grabot named Vice Chair - U. S. Secretary of Labor Elaine L. Chao Appoints 2005 ERISA Advisory Council and Leadership Posts

September 14, 2004 Maverik Proves Prophetic Using GuidedChoice™ Advice in Managed Accounts: One Year Later, Positive Enrollment Scores Points

August 19, 2004 Schwab and GuidedChoice™ Take More than 100 Plans "Live" with Advice Services - Firms Bring Scale and Speed to Personalized Defined Contribution Plan Investment Advice

October 21, 2003 Strong Integrates GuidedChoice Advice Solution with Award-Winning Education Services.

September 8, 2003 Schwab Partners with GuidedChoice and Introduces Retirement Plan Investment Advice at No Additional Cost.