About Advo(k)ate Advisors
<p>Fee (k)ompression™ and the (k)lean™ Analysis shape how Advo(k)ate Advisors reviews retirement plans, with an emphasis on spotting avoidable costs and tightening fiduciary process. Headquartered in Birmingham, the firm works across central Alabama and the broader Birmingham metro with employer-sponsored retirement plans, with a strong focus on 401(k) plans.</p> <p>Advo(k)ate Advisors has 8 employees and acts as a <a href="/plan-advisors">plan advisor</a> offering both 3(21) and 3(38) fiduciary services. The (k)lean™ Analysis looks at plan governance and flags potential compliance issues, while Fee (k)ompression™ focuses on fee benchmarking and clearer, market-competitive fee structures.</p> <p>On the investment side, the team runs quarterly Investment Reviews tied to the plan’s Investment Policy Statement. The firm also uses its membership in the Retirement Plan Advisory Group (RPAG) as part of its review process.</p> <p>The differentiator is the firm’s use of its proprietary plan review tools alongside hands-on support during M&A cycles, plus participant education offered in multiple formats.</p> <ul> <li>3(21) and 3(38) fiduciary advisor services</li> <li>(k)lean™ Analysis for governance review and compliance flags</li> <li>Fee (k)ompression™ fee benchmarking and fee transparency work</li> <li>Quarterly Investment Reviews aligned to the Investment Policy Statement</li> <li>Mergers & Acquisition Consulting for plan sponsor transitions</li> </ul>
Website: https://www.advokateadvisors.com/
Employees: 8
Office Locations
- Birmingham, AL (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Team Members
- Yasemin Hughes, Retirement Education Consultant\\
- Andrew Blankenship, Partner, Retirement Plan Advisor\\, CRPS, CEBS, CPFA
- Renn Williams, Partner, Retirement Plan Advisor\\, CRPS, CPFA
- Lindsay Luketic, Vice President, Director of Relationship Management\\, CRPS, CPFA
- Derek Burrow, Vice President, Senior Relationship Manager\\, AWMA, CRPS
- Lisa Pettis, Vice President, Senior Relationship Manager\\, QKA, QPFC