Warren, Averett, Kimbrough & Marino

Certified Public Accountants
Business & Financial Consultants
BirminghamAnnistonCullman

Benefit Plans

Daily Value Plans

A unique turn-key platform developed between Warren Averett Wealth Management and Benefit Consultants offers clients the benefit of having their plan administrator and investment advisors in one location, resulting in improved efficiencies and communication.

Our Daily Valuation System offers efficient plan administration, daily trades, daily account updates, and 24 hour, online participant access to retirement plan investments and account information.

Employers utilizing our Daily Value system offer their employees benefits that go above and beyond typical retirement plans.  Our Daily Value system offers employees:

  • Simple means to contribute toward one’s own retirement
  • Immediate tax savings through tax-deferred contributions and growth
  • Daily account access via the Internet and a toll free Retirement Hotline
  • Convenient payroll deducted contributions
  • Portability of participant accounts

Competitive fee structure

We are committed to administration services that are priced to ensure the most value to our clients.  Our focus is on our clients, their plan and their participants.

 
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