Personal Information
Organização/Local de trabalho
Charlotte, North Carolina Area United States
Cargo
MillenniuM Investment & Retirement Advisors LLC
Setor
Finance / Banking / Insurance
Sobre
We are a fee-only consulting firm that is committed to providing unbiased advice and prudent strategies for managing ERISA plans. We also offer ERISA risk management, 408(b)(2) fee analysis, investment management, and a single data repository at your office for collecting plan expense data for all plan types. This allows sponsors, CCOs, and financial advisors to identify plans that are out of compliance. You can organize data so it is easily evaluated, reported, and validated by top legal professionals
Specialties: MIRA focus is on the Retirement Plans, we have a very diverse team consisting of IRS Enrolled Agents, CPAs, AIFA, QKAs, former Record keepers. With over 125 years of ERISA exp...
Marcadores
401k
fiduciary
retirement
plangrader
mira
ira
qualifiedplan
Ver mais
Apresentações
(4)Personal Information
Organização/Local de trabalho
Charlotte, North Carolina Area United States
Cargo
MillenniuM Investment & Retirement Advisors LLC
Setor
Finance / Banking / Insurance
Sobre
We are a fee-only consulting firm that is committed to providing unbiased advice and prudent strategies for managing ERISA plans. We also offer ERISA risk management, 408(b)(2) fee analysis, investment management, and a single data repository at your office for collecting plan expense data for all plan types. This allows sponsors, CCOs, and financial advisors to identify plans that are out of compliance. You can organize data so it is easily evaluated, reported, and validated by top legal professionals
Specialties: MIRA focus is on the Retirement Plans, we have a very diverse team consisting of IRS Enrolled Agents, CPAs, AIFA, QKAs, former Record keepers. With over 125 years of ERISA exp...
Marcadores
401k
fiduciary
retirement
plangrader
mira
ira
qualifiedplan
Ver mais