401k Plan Advisor LLC

About 401k Plan Advisor LLC

<p>Direct access to Rachel E. Carter from the first discussion through ongoing monitoring is the main draw at this one-person retirement plan practice.</p> <p>Based in Fort Worth in the Dallas–Fort Worth metro area, 401k Plan Advisor LLC advises employers on workplace retirement programs, including 401(k) plans, cash balance plans, and non-qualified plans. Carter is a Corporate Retirement Consultant with more than two decades of experience.</p> <p>Working as a <a href="/plan-advisors">plan advisor</a> and <a href="/retirement-plans">retirement plan provider</a>, the firm handles plan design and day-to-day compliance support, along with participant advice. It also provides 3(21) fiduciary services for sponsors that want help documenting investment decisions and following common fiduciary practices.</p> <p>Because the firm has one employee, clients work with the same lead consultant for vendor reviews, plan changes, and periodic checkups.</p> <ul> <li>Plan design for employer-sponsored retirement plans</li> <li>Compliance guidance and operational checkups</li> <li>3(21) investment fiduciary services and investment strategy support</li> <li>Monitoring, benchmarking, and vendor selection support</li> <li>Participant advice and educational workshops</li> </ul>

Website: https://401kplanadvisor.com/retirement-plan-advisor-huntsville-al/

Employees: 1