Organizations and plan fiduciaries can reduce the risks of sponsoring retirement plans with our assistance.
BPM Advisors provides retirement plan consulting services to a wide variety of clients, including public and private corporations, not-for-profit organizations and government entities. We work with all types of institutional retirement plans including defined benefit, defined contribution and non-qualified plans.
After decades of working with retirement plans, we know how important it is to have a personal relationship with each and every firm that we work with to help them optimize plan performance and participant outcomes. It is our people at BPM Advisors who stand shoulder-to-shoulder with you as a fiduciary to mitigate risk for your company and it’s professionals. We are proud to be certified by fi360 as Accredited Investment Fiduciary (AIF). Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
BPM Advisors, Inc. is a registered investment adviser (RIA). Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.