Defined Plan Advisors
We are dedicated specialists focused on delivering retirement plan consulting services. We provide balanced expertise in all pertinent areas - as opposed to those firms who are strong in only one or two areas. We strive to "under-promise" and "over-deliver" by diligently executing process-driven solutions with bottom-line accountability. Our clients range from multi-state corporations to small, closely held businesses. They represent a wide variety of industries, including medical/hospital care, law firms, technology companies, manufacturing, professional service organizations, entertainment/arts, and beyond. To receive our monthly newsletter that covers a variety of ERISA-related topics for Retirement Plan Sponsors and Fiduciaries, go to:
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Top roles at Defined Plan Advisors
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- 1client service manager
- 1principal
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