Jeremy Pomer, CFP,CRPS leads a local firm called 401(k) & 403(b) Fiduciary Advisors, www.401k403bfa.com.
Jeremy’s firm Is a corporate and non-profit retirement plan consulting services firm. The firm acts on behalf of plan sponsors to search the retirement marketplace for the most optimal plan for sponsors, participants, trustees and fiduciaries.
We are a client of Jeremy’s firm and regularly recommend him to others. His firm helps take the admin burden out of the fiduciary process.
Jeremy’s website is a good resource for information; if you are going through due diligence to start a 401k or 403b program, or if you are looking to change advisors or plan administrators, we recommend you talk to Jeremy, at (408) 454-7029.
