Company Information

Get to know plan4 retirement consultants, llc/formerly bbr services, lp

Founded in 2002 as BBR Services, LP, plan4 retirement consultants, llc is an independent, fee-only retirement plan consulting firm registered as an Investment Adviser with the SEC. The company specializes in providing objective, expert guidance to help retirement plan sponsors (employers) manage their fiduciary duties, improve plan performance, and enhance retirement outcomes for their employees. They operate as a co-fiduciary or an independent fiduciary to deliver unbiased advice on plan design, investment selection and monitoring, fee benchmarking, and vendor management.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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plan4 retirement consultants, llc/formerly bbr services, lp

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.