Broker Check
(909) 870-4015
Get the book!

Equity 401K Consultants

Save Time. Cut Costs. Reduce Fiduciary Risk.

Schedule Your Complimentary Plan Review

The Equity 401K Consultants Difference!

Welcome to Equity 401k Consultants — your flat-fee partner for smarter retirement plans.
We specialize in helping business owners and plan sponsors build 401(k) plans that are easy to manage, cost-effective, and designed to attract and retain great employees.

A well-designed and well-managed 401(k) plan doesn’t just check a compliance box — it creates long-term financial stability for your business and your team. As dedicated 401(k) specialists, we provide personalized guidance, fiduciary support, and clear education to help you make confident plan decisions.

In today’s competitive environment, employee retention matters more than ever. Let us help you stand out with a retirement plan that delivers value — for your company and your employees.

What We Do:

At Equity 401k Consultants, we offer personalized retirement plan consulting designed for business owners and plan sponsors who want clarity, control, and confidence.

We don’t believe in one-size-fits-all retirement plans. As your dedicated 401(k) advisor, we work closely with you to design a plan that fits your company’s goals, meets compliance standards, and supports long-term employee engagement.

Here’s how we help:

  • Design a tailored 401(k) plan that meets your unique needs
  • Ensure regulatory compliance and ongoing plan health
  • Optimize your investment lineup and fee structure*
  • Educate and engage employees to boost participation
  • Offer clear, flat-fee pricing — no hidden charges
  • Provide proactive plan reviews and ongoing adjustments
  • Support your fiduciary responsibilities and help reduce liability


Let’s Talk About Your Plan
Curious what a smarter 401(k) could look like for your business?

Schedule your complimentary consultation today and discover how we can help simplify your plan and strengthen its impact for you and your employees.

*All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Schedule Consultation

401K Plan Management & advisory Support Services

Why Choose Us?

At Equity 401k Consultants, we specialize in helping business owners and plan sponsors simplify plan management, stay compliant, and empower employees to save for retirement with confidence. We go beyond basic plan setup providing hands-on fiduciary guidance, investment oversight, and ongoing support to ensure your 401(k) plan delivers real value for your business and your team. A well-managed plan doesn’t just meet regulatory standards, it attracts talent, improves retention, and gives your employees the foundation to build long-term wealth.

Fiduciary Support

We help you manage your fiduciary responsibilities with clarity and confidence. From plan governance to vendor accountability, we’re your partner in protecting your interests and reducing liability.

Learn more

Investment Management

We provide objective, flat-fee guidance to help you build a strong investment lineup. From fund selection to benchmarking and ongoing oversight, we help maximize value — without commissions.

Learn more

Participant Education

We offer engaging, easy-to-understand financial education and tools that help your employees take ownership of their retirement future and feel great about their benefits.

Learn more
Michael Neeley, CPFA<sup>&#174;</sup>, AIF<sup>&#174;</sup>

Michael Neeley, CPFA®, AIF®

Meet Michael Neeley — a 401(k) consultant who brings deep experience, flat-fee transparency, and hands-on guidance to every plan. Michael works closely with business owners, plan sponsors, and HR teams to simplify plan administration, reduce fiduciary risk, and deliver retirement plans that actually work for your company and your employees.

Whether you're looking to eliminate unnecessary audits, reduce costs, or improve plan performance, Michael is here to help you take the complexity out of 401(k) management.

Click below to learn more about Michael’s background and how Equity 401k Consultants can support your goals.

Ready to take your 401(k) to the next level?

Let’s talk about how Equity 401k Consultants can help simplify your plan, reduce costs, and boost results — without the stress.

Schedule Consultation