Benefit Plans
401k Complete
401k Complete, offered through Warren Averett’s benefit and wealth management groups, is a unique retirement plan solution that offers both benefits administration and consulting along with retirement investment advice all under one 401k plan umbrella. Along with our team of professionals devoted exclusively to plan administration and consultation, our Wealth Management advisors provide strategic investment management so that Warren Averett can offer comprehensive financial planning and administrative retirement plan solutions to our clients. This 401k Complete offering is provided by two key Warren Averett subsidiaries, Benefit Consultants, LLC and Warren, Averett, Kimbrough & Marino Wealth Management, LLC.
Benefit Consultants, LLC has been an established service area of Warren Averett since 1979. We currently serve approximately 300 retirement and employee benefit plans and our staff has experience in servicing plans ranging from 1 to 3,000 participants. Benefit Consultants has obtained the esteemed CEFEX/ASPPA Recordkeeper Certification which assures clients the industry’s best practices all in place and our Firm adheres to a higher standard of excellence.
Warren, Averett, Kimbrough & Marino Wealth Management, LLC (Warren Averett Wealth Management) was established in 1999 and now has over $400 million in assets under management. We believe in offering investment advice based on a disciplined approach and independent advice. Our team of experienced professionals works diligently to ensure the quality of all the investments we recommend to our clients.
Together, our Benefit Consults and Warren Averett Wealth Management professionals work collaboratively together to offer 401k Complete, a comprehensive retirement plan solution in one centralized location. We provide daily trades, daily account updates, and 24 hour, online participant access to retirement plan investments and account information.
For more information on how our 401k Complete solutions can help your business, please contact us:
Jan Henninger, CPA
205.769.3203
Jan.Henninger@wakm.com
Steven Causey, CPA
205.769.3205
Steven.Causey@wakm.com
