Press & Awards

Channel Financial is a Minneapolis-based firm operating primarily in the Upper Midwest. ClearPoint Financial is a Seattle-based firm operating primarily on the West Coast. Channel & ClearPoint share resources, ideas, talent, and collaborate on projects. The following articles showcase both firm’s expertise related to retirement plan consulting.

Four Listed in 401k Wire Most Influential DC Advisors

The “401k Wire” listed Matt Gulseth, Jim McDonald, Paul Grutzner, and Mike Brown in their ‘2010 300 Most Influential DC Advisors’. The list is based on nominations from the industry and the 401k Wire editorial staff. The final list was selected based on input from those advisors nominated for the list and, an analysis of objective criteria including the statistics about the advisors’ practices gathered directly from the advisors.

On the Job Training for Retirement Planning

Studies found that most workers need help investing, so, after some help from Congress, more employers now are offering financial advisers in the workplace. Read More* >

Best Financial Team of the Year

There is nothing like tumultuous times to highlight the value of, and reinforce the need for, expert help for plan fiduciaries and, yes, it surely plays to the advantage of a profession dedicated to helping plan sponsors construct the right programs, and participants make the best of them. Read More* >

PLAN SPONSOR Advisor Award

PlanSponsor Advisor Award*

PLAN SPONSOR Feature

Paul Grutzner
Member of National Retirement Partners
Featured In: “PLANSPONSOR”
Year in Review 2007
PLANSPONSOR Recognition*

Alaska Airlines: Creating a Retirement Nest Egg

Michael Brown, Channel Financial Partner, offers valuable insight on what it takes to plan for a successful retirement. Read More >

*Nominations for the Retirement Plan Adviser and Adviser Team of the Year awards were solicited online from retirement plan advisers, their employers and/or broker/dealers, and plan sponsors, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators (advisers who have attained the PLANSPONSOR Retirement Professional designation receive an automatic nomination). Client feedback may not represent the views of all clients. This is not indicative of the wealth manager’s future performance. For more information please go to plansponsor.com.

These articles are historical and based on information that was current at the time of initial print. They contain information that has changed. Staff and business names may have changed and we now offer access to securities through LPL Financial. Investment markets have changed and retirement plan rules have changed, in addition to other content that may have changed. NRP Financial has transferred its assets to LPL Financial. National Retirement Partners will be renamed to LPL Financial Retirement Partners. You will notice the NRP emblem remains proudly displayed on our materials. NRP represents a membership with a network of advisors who have demonstrated expertise in retirement plan solutions.