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.

Founded in

United States