WHAT WE DO

PROTECT

Does your current advisor have a documented process for protecting you from the US Department of Labor fines or fees and frivolous lawsuits?


Benchmark Your Plan

Because you never know when the US Department of Labor will penalize you with fines and fees. Frivolous lawsuits will cost you more than my advisory services. Our documented process will help protect your company and personal assets from fees, fines and lawsuits.


Documented Process

We’ll help you develop processes and procedures that will enable you to avoid fines and fees from the Department of Labor. You might be in violation at this moment. Protect your business and call for a consultation.


Plan Governance

The Department of Labor looks for thirteen main points when they decide to do an audit. We will help you avoid a costly audit by focusing on those thirteen points in your plan governance, policies and procedures.

DESIGN

Utilize your retirement plan as an asset to attract top talent and grow your business with the best people in your industry.


Reach Strategic Goals

We show employers how to incentivize their employees to strive and surpass company goals. Stop missing goals and start reaching them with the help of your retirement plan.


Save Money

Your retirement plan can save you money that can be redistributed in your organization. Capital to hire more talented people and retain the people you need to grow your business.


Customized Solution

We’ll show you how to use your retirement plan to reflect the specific goals and objectives of your company to your employees. You probably could have reached previous goals last year if you had customized your retirement plan to your company’s specific needs and ideals.

GROW

Our approach will help you Recruit, Reward, and Retain talented people. However, we also track the effectiveness of the plan with regard to actually helping people reach their retirement goals.


Recruit

People want to be recognized for their knowledge and experience. Now you can have a plan in place to attract even greater talent when hiring your next employees.


Reward

By using properly designed plan that takes into account your organization’s goals and objectives, your employees will be motivated to help you reach and surpass company goals.


Retain

As the economy improves your competition is going to fight hard to win away your experienced and skilled personnel. We’ll help you put a retirement plan in place to retain top talent so that you can continue to grow your business.


Retirement

Retirement isn’t about money. It’s about choices. We’ll help you and your employees create effective retirement plans so that you can make good choices with regard to growing a solid retirement nest egg.

Jevon K Thomas

Retirement Plan Consultants

Financial Advisor

(949) 545-1358

We are a financial advising firm specializing in employer sponsored retirement plans. We can help with 401K's, 403B's, 457's, defined benefits, ESOP's and Non Qualified plans.


We help protect, design and grow your employer sponsored retirement plan. Acting in the best interests of the participants and creating a retirement plan that emphasizes corporate goals and objectives are two sides of the same coin.


Please call us today - we'll be happy to offer you a free initial consultation. Thanks for visiting!

15520 Rockfield Blvd, Suite G, Irvine, CA 92618

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA / SIPC. Jevon Thomas Retirement Plan Consultants and World Equity Group, Inc. are independently owned and operated. World Equity Group, Inc. does not provide tax or legal advice. For tax advice consult with a qualified tax professional. For legal advice consult with an attorney.


This website contains links to third-party websites and neither Jevon Thomas Retirement Plan Consultants or World Equity Group, Inc. can attest to the accuracy of the information contained within these websites. Nor is World Equity Group Inc. or Jevon Thomas Retirement Plan Consultants liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. World Equity Group Form CRS.