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
Specialized Education:
• Bachelor of Business Administration, International Business, University of Alaska, Fairbanks
• Securities Registrations: Series 6, 7, and 63
• Life and health insurance licenses