A pioneer in retirement planning for nearly 20 years
Today, the idea of managing your finances online isn’t a big deal. But when GuidedChoice began, we were the first to use the Internet to bring new freedom and access to retirement planning. It created a culture of innovation, transparency and equality that remains at the center of everything we do.
Below is a timeline of our most important milestones. Together, they tell the story of how we changed the industry to ensure that everyone can receive the help they need to reach their retirement goals. And how we’re continuing to break new ground for a generation just starting to save for their future.
- 1995 Sherrie Grabot begins work on her vision of an online retirement solution capable of bringing financial freedom to more people.
- 1997 The Dept. of Labor gives its stamp of approval to Sherrie’s solution, paving the way for the start of the digital retirement advice industry.
- 1999 Sherrie establishes GuidedChoice as an independent entity, officially using the power of technology to help investors at every level.
- 2000 Our proprietary investment model is given patent protection.
- 2002 Charles Schwab is our first Fortune 500 client, with over 150 plans launched in 7 months.
- 2003 Our assets under management reach $1 billion.
- 2004 GuidedChoice CEO Sherrie Grabot is appointed to the ERISA Advisory Council.
- 2005 Sherrie is appointed ERISA Vice-Chair, followed by Chair within a year.
- 2006 Our platform expands to offer 1,000 individual advice and account management plans.
- 2007 GuidedChoice provides investment fund lineups to partners, featuring investment policy statements, fund selection and asset allocations.
- 2009 GuidedChoice introduces retirement income planning service for advisors.
- 2011 Retirement income planning and advice-only services are made available to individual consumers nationwide.
- 2012 GuidedChoice receives the Retirement Income Industry Association Practitioner Thought Leadership Award for Financial Guidance Theory.
- 2013 GuidedChoice unveils the first managed IRA service in the industry.
- 2014 Pensions & Investments Magazine honors GuidedChoice with two Eddy Awards for best investment education practices.
- 2015 Our online fee comparison tool brings additional transparency and clarity to consumers.
- 2016 GuidedChoice launches a digital service to give customers access to trusted charity ratings and reviews.
- 2017 Assets under management exceed $14 billion, and account management plans rise to 35,000.