Updated:
PLANIT FINANCIAL LLC
Planit Financial LLC is a Registered Investment Advisory Firm specializing in 401(k), Profit Sharing, Cash Balance, 403(b), and other Defined Benefit and...
Overview
Planit Financial LLC is a Registered Investment Advisory Firm specializing in 401(k), Profit Sharing, Cash Balance, 403(b), and other Defined Benefit and Defined Contribution Qualified Plans. It is a specialized pension consulting firm that joins plans as a Plan Fiduciary and accepts responsibility to act in the best interests of plans, plan sponsors and plan participants. The firm assists businesses with employer-sponsored retirement plans and supports plan sponsors in their fiduciary role.
General information
Firm type
RIA
Principals
Keith Mayfield
President and Chief 401(k) Officer
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research PLANIT FINANCIAL LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.