James Brewer (JB) is President of Envision 401k Advisors. JB focuses on helping small companies sponsoring 401(k) or 403(b) plans save time seeking to be compliant, control costs and help owners and employees fund retirement. Acting as a co-fiduciary, JB and his associates help small businesses manage their 401(k)/403(b) legal risks by 1) delegating responsibilities to fiduciary providers, 2) improving monitoring processes, and 3) helping employees maintain financial well-being through retirement.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.