ERISA Plan Services:

• Global Advisors provides service to qualified retirement plans including 401(k) plans, 403(b) plans, pension and profit-sharing plans, cash balance plans, and deferred compensation plans as either a 3(21) or 3(38) advisor:
• Limited Scope ERISA 3(21) Fiduciary: Global Advisors may serve as a limited scope ERISA 3(21) fiduciary that can advise, help, and assist plan sponsors with their investment decisions. As an investment advisor Global Advisors has a fiduciary duty to act in the best interest of a client. The plan sponsor is still ultimately responsible for the decisions made in their plan, though using Global Advisors can help the plan sponsor delegate liability by following a diligent process.
• ERISA 3(38) Investment Manager: Global Advisors can also act as ERISA 3(38) Investment Manager in which we will have the discretionary management and control of a given retirement plan’s assets. Global Advisors would then become solely responsible and liable for the selection, monitoring, and replacement of the plan’s investment options.
• We offer the above services on a fiduciary and non-fiduciary basis.
• Global Advisors may provide these services or, alternatively, may arrange for the Plan’s other providers to offer these services, as agreed upon between Global Advisors and Client.
• Global Advisors has no responsibility to provide services related to the excluded types of assets (‘Excluded Assets’), for the list read our Disclosure Brochure, Form ADV Part 2A. Excluded Assets will not be included in the calculation of the fees paid to the Adviser on the ERISA Agreement. Specific services will be outlined in detail for each plan in the 408(b)2 disclosure.
• Our service is fee-based, which is reasonable to the industry standard. For details, please refer to our Disclosure Brochure, Form ADV Part 2A on the SEC’s website at www.advisorsinfo.sec.gov or contact us at www.globaladvisors.llc

Please contact our principal registered investment advisor Ravdeep Bhasin who holds multiple FINRA & other financial certifications. He also holds a CA life insurance license (#4148520). His direct phone number is 408-613-3876 or ravdeep@globaladvisors.llc