Jevon Thomas
EMPLOYER SPONSORED RETIREMENT PLAN ADVISOR
Helps organizations transform their retirement plans from a compliance burden into a business asset by:
Protecting leadership from fiduciary risk, unnecessary fees, and costly compliance failures
Designing plans strategically to support company goals, improve retention, and enhance financial outcomes
Improving participant outcomes so employees can retire on time and with confidence
When a retirement plan works properly, it supports the bottom line, strengthens workforce stability, and delivers meaningful retirement outcomes.
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As a retirement planning consultant, Jevon Thomas helps business owners create results-oriented retirement plan solutions for their organizations. Successful retirement plans have processes and practices that fulfill the owners fiduciary responsibilities, educate participants, and most importantly help participants reach their retirement goals.
He is available to help with the following types of retirement plans:
401k, 403b, 457(b), 457(f), 457 Governmental, Defined Benefit, ESOP and Nonqualified retirement plans
Expertise:
Plan design and analysis
Investment/ fee benchmarking and analysis\Employee education
Fiduciary Liability
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Specialized Education:
Bachelor of Business Administration, International Business, University of Alaska, Fairbanks
Securities Registrations: Series 6, 7, and 63
Life and health insurance licenses
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Email: jevon@btagroup.net
Phone: (949) 545-1358
