Company Information

Get to know Defined Plan Advisors

Defined Plan Advisors is an independent Registered Investment Advisor (RIA) that specializes in providing fiduciary consulting and investment advisory services for corporate retirement plans, such as 401(k), 403(b), and defined benefit plans. The firm focuses on helping plan sponsors manage their fiduciary responsibilities through services like investment due diligence, plan design consulting, fee benchmarking, and employee education. Their mission is to bring clarity and structure to the management of retirement plans, aiming to improve plan health and participant outcomes.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Defined Plan Advisors

United States

Founded in

1996 (30 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(77 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.