• 9116 N. Kelley Ave. Oklahoma City, OK
Investment Professional
QUALIFIED RETIREMENT PLAN
  • Defined Benefit Plans
  • Cash Balance Plans
  • Profit Sharing/401(k) Plans
  • Employee Stock Ownership Plans (ESOPs)
  • 403(b) Plans
  • 457(b) Government and Non-Profit Plans
  • Multiple Employer Plans
FIDUCIARY GUIDANCE
  • Performance Analysis
  • 404(c) Review
  • Due Diligence Procedures
  • 408(b)(2) (Fee Disclosure)
  • Benchmarking

Questions or Comments