James Holland

Charlotte, North Carolina Area United States

MillenniuM Investment & Retirement Advisors LLC

Finance / Banking / Insurance

We are a fee-only consulting firm that is committed to providing unbiased advice and prudent strategies for managing ERISA plans. We also offer ERISA risk management, 408(b)(2) fee analysis, investment management, and a single data repository at your office for collecting plan expense data for all plan types. This allows sponsors, CCOs, and financial advisors to identify plans that are out of compliance. You can organize data so it is easily evaluated, reported, and validated by top legal professionals Specialties: MIRA focus is on the Retirement Plans, we have a very diverse team consisting of IRS Enrolled Agents, CPAs, AIFA, QKAs, former Record keepers. With over 125 years of ERISA exp...