Christopher Phillips

Background

About Christopher Phillips

As a 401(k) Consultant, I’m focused on optimizing the Sequoia client retirement experience and unifying it with our full benefits suite, including healthcare and wellbeing. At Sequoia, we protect our clients by limiting their fiduciary liability and educate their employees so they can become financially independent and able to meet their retirement goals. Moreover, we’re able to assist our clients with investment monitoring and recommendations, plan compliance, plan design, committee governance, and vendor management. In addition, we provide a comprehensive employee engagement platform that incorporates financial wellness. Please contact me at christopher.phillips@sequoia.com if you'd like help evaluating your 401(k) plan. Specialties: Plan design assistance Investment analysis Contribution strategies Fiduciary support Participant education and outcome success strategies Non-discrimination and other testing strategies Sequoia is modernizing compensation and benefits to help companies unlock a People Advantage. With Sequoia, employers can retain and attract the best talent in all markets, local and worldwide, and get the most out of their total people investment. Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC). Pensionmark Financial Group, LLC/Pensionmark Securities, LLC and Sequoia Benefits, LLC are non-affiliated entities.