# Advo(k)ate Advisors
Source: https://planprovider.pro/provider/advokate-advisors

> Fee (k)ompression™ and the (k)lean™ Analysis are the two tools Advo(k)ate Advisors uses to help plan sponsors spot avoidable costs and tighten up…

Retirement Plan Advisor

Birmingham, AL

## About Advo(k)ate Advisors

<p>Fee (k)ompression&trade; and the (k)lean&trade; Analysis are the two tools Advo(k)ate Advisors uses to help plan sponsors spot avoidable costs and tighten up fiduciary process. The firm is based in Birmingham in the central Alabama region and works with employer-sponsored retirement plans, with a strong focus on 401(k) plans.</p>

<p>Advo(k)ate Advisors has 8 employees and offers both 3(21) and 3(38) fiduciary services as a <a href="/plan-advisors">plan advisor</a>. The (k)lean&trade; Analysis is used to review plan governance and surface potential compliance issues, while Fee (k)ompression&trade; targets clearer, market-competitive fee structures.</p>

<p>For investments, the team runs quarterly Investment Reviews tied to the plan’s Investment Policy Statement. They also use their membership in the Retirement Plan Advisory Group (RPAG) as part of their review process.</p>

<p>What sets the firm apart is its mix of proprietary plan review tools and hands-on work during M&A cycles, paired with participant education delivered in multiple formats.</p>

<ul>
<li>3(21) and 3(38) fiduciary advisor services</li>
<li>(k)lean&trade; Analysis for fiduciary posture and compliance review</li>
<li>Fee (k)ompression&trade; fee benchmarking and transparency work</li>
<li>Quarterly Investment Reviews aligned with the Investment Policy Statement</li>
<li>Mergers &amp; Acquisition Consulting for plan sponsor transitions</li>
</ul>

Website: [https://www.advokateadvisors.com/](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

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- [Lifecourse Capital, Inc.](https://planprovider.pro/provider/lifecourse-capital-inc) - Madison, AL

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