Retirement Plan Services for Employers

Flautt Hare Davis is an independent financial services company focused on offering retirement plan solutions seeking to maximize efficiency, maintain plan compliance, and reduce fiduciary liability exposure. Employers have an obligation to review the quality of services being provided to their employees on a regular basis. Fee disclosure, fiduciary responsibility and other regulations have brought the cost and oversight of services to the attention of plan sponsors and participants. It's our goal (mission) to help employers be able to turn this responsibility into an opportunity to improve the benefit being provided. This can result in more efficient and effective delivery of services, more dedicated employees and a higher probability for retirement success.

The plan types we serve include, but are not limited to:

  • 401(k) Plans
  • ERISA and Non-ERISA 403(b) Plans
  • Money Purchase Plans
  • Non-qualified (Top Hat) Plans
  • 457(b) and other Deferred Compensation Plans
  • Simplified Employee Pension (SEP) Plans
  • Defined Benefit Plans

Through LPL Financial Retirement Partners, Flautt Hare Davis has access to extensive resources and expertise in the areas of benchmarking analysis, open architecture plan analysis and design, investment due diligence, and comprehensive employee communications, employee education strategies, and fiduciary oversight. Please review the array of beneficial services we provide in more detail by selecting services noted on the left tab.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through Independent Financial Partners (IFP), a Registered Investment Advisor. Flautt Hare Davis LLC and IFP are separate entities from LPL Financial.

330 Mallory Station Rd. Suite A-2  Franklin, TN 37067 Phone: (615) 661-8828 Fax: (866) 661-6252 Email: jim.davis@fhdfinancial.com

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