Helping YOU Change the Way Americans Save for Retirement
One Plan at a Time
A Retirement Plan Fiduciary
- Steer you away from pitfalls that don’t serve you or plan beneficiaries.
- Help you save on unnecessary fees.
- Lead you through IRS or DoL investigations or corrections if those occur.
Our Team: Unmatched Skill
Investments
Compliance
Legalities
Tax Code Knowledge
We’ve used that expertise to create our PlanAnalyzer – a patented review process to help your retirement plan stay compliant.
We put our skill to work for you. As a fiduciary, you always come first. Whether you’re a business owner, HR rep, RIA or broker/dealer, we always start with your needs and the needs of the people you work with.Take a Closer Look at Our Solutions
Recent Podcasts We’ve Been Apart of:
Proudly Independent & Employee-Owned
Providing Unbiased, Fee-Only Consulting Services
Our Roots Have Helped Define What We Offer Today
A High Level of
Personalized Service
Completely
Unbiased Advice
Vigorous
Ongoing Monitoring
While Everyone’s Situation Is Different
These Are Our Core Principles
- We consider ourselves fiduciaries to our clients and we will act only in their best interest.
- A simple investment plan is better than a complicated investment plan.
- Low fee investments are better for your portfolio’s health over the long-term than high fee investments.
- Portfolio diversification is important and the specific asset mix within the portfolio is the primary controller of how well a portfolio performs.
- With regard to managed investment products like mutual funds, we believe (and the research shows) that very few funds outperform the appropriate index over time.
Maintaining Creativity in Our Solutions
Put Our Experience to Work for You
So you can meet your goals
Rick Canipe
EA, CFP©, QKA, M.B.A., Inventor
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James Holland
Director of Business Development, M.B.A., Inventor
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Michael A. Edberg
CFA®, AIF®
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Gregory D. Blalock
CPA
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Debbie Falko
Client Services Representative
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Doug Rongo
Investment Advisor Representative
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You Need an Industry Professional
You Can Count On
Let Us Work With You
To Provide the Best Options for Your Business
Anyone who has set up or managed a defined contribution plan knows the details are expansive. You’re likely to encounter fine print from more than one federal agency as you navigate the equally complex process of selecting investments and administering the plan.
We can help. We work strategically to help you provide the best options for your employees and/or your clients, and we educate you about the process along the way.
If you are a…
Business Owner & Plan Sponsor
ERISA
Auditor
Broker &
Advisor
Patented Tools
Designed With You in Mind
Committed to Helping You Improve Your Long-Term Success
MillenniuM Investment & Retirement Advisors, LLC
PlanAnalyzer
Take an In-Depth Look
At Your Retirement Plan’s Performance
There are many benchmarking and plan review tools available in the marketplace, but most are simply an x-ray or MRI of an isolated area of a plan. PlanAnalyzer, however, is a full-body scan that roots out the problems that cause plan fiduciaries to find themselves in the crosshairs of litigators and regulators.
-James Holland
Director of Business Development
What Can PlanAnalyzer Do for You?
Given the sharp increase in retirement plan litigation and Labor Department investigations, business owners and other plan fiduciaries now have an independent assessment tool that checks:
- The prudence of their investments
- The quality of their investment provider
- Any potential liability if they fail to act in removing underperforming funds
We Credit Our Clients
For Envisioning This Path
Discover How PlanAnalyzer Can Help
Remain Informed of
Industry News & Trends
September 11, 2024
- Investment, Retirement Fundung
September 4, 2024
- Investment, Retirement Fundung
Ready to Get Started?
Proudly Serving Clients Nationwide
Let’s Get Started
With looming questions regarding your retirement plan, there’s no better time to begin than now. Give us a call, schedule a meeting or use the submission form below to contact us.
For billing matters, please contact [email protected].