James Brewer’s (“JB’s”) mission is to help workers take steps to achieve their retirement income goals, and to assist in managing the personal financial risks of plan sponsors in providing workers this benefit. Retirement planning is time-consuming and complex. Few people have the time or ability to take on this challenge.
JB is driven by a tireless pursuit of helping Americans make retirement planning simple. He is a gifted communicator, with an ability to make the complex sound simple. His equal pursuit is to make managing and monitoring simple for stewards of the plan. To help sponsors address with DOL and IRS regulations, he uses the structured process of the 401k Service Solution™. Providing education on various plan design options, he shows sponsors ways to potentially decrease the company’s financial liability and increase deferrals to select classes of employees. Acting as your 401k architect, he can assist you with your options in regard to plan design, vendor selection, and ongoing plan administration and monitoring.
JB is passionate about educating employees. He believes that the focus should be on the growth and spending phases of retirement rather than on what to invest in. Those decisions should be left to professional fiduciary investment managers. By assessing your employees’ retirement readiness, he helps them implement a strategy that gives them confidence that they are on the path to success!
Education | Designations | Registrations
General Motors Institute, B. S., Industrial Administration, Marketing, Finance (1985)
Massachusetts Institute of Technology, Master of Business Administration (2000)
LPL Financial Investment Advisor Representative (FINRA Series 7 and 66)
CHARTERED RETIREMENT PLANNING COUNSELOR®
Accredited Investment Fiduciary® designee
Professional Plan Consultant™
In the Media
Presenter, Evanston Chamber of Commerce, “SingleK for Small Business Owners”, June 8, 2011
Moderator, Surviving a Department of Labor 401k Audit, May 5, 2011
Speaker, Illinois CPA Society North Shore Chapter “Retirement Plans and Employee Benefits for the Small Business”, April 2009.