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401K Plan Management & advisory Support Services

Fiduciary Support

Helping clients maintain the fiduciary standard of care through consulting and plan management support services

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Investment Management

Fiduciary Investment support services to help maintain a prudent investment management process 

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Participant Education

Participant focused financial wellness programs and tools to create retirement readiness and better participant outcomes

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Where do you want to go? We'll get there, together.

Client Centered

Equity 401k Consultants exists to help business owners and their employees meet their financial goals by providing premier retirement plan solutions & consulting services. 

We provide 3 outcomes when you work with us:

Time, Protection, Savings:
1. Give you more Time with administrative support
2. Increase Protection with fiduciary support
3. Increase Savings by keeping costs low

Who do we work with?

Start-up retirement plans
Pension plans
Existing 401k & 403b plans
Plan participants
Business Owners & Executives

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

Michael Neeley, CPFA®

Michael Neeley is a Certified Plan Fiduciary Advisor®, Investment Consultant, and Owner of Equity 401k Consultants. He brings a high level of expertise to 401k plan and pension management.

Whether you are looking for investment support or total plan management, Michael is your advocate in all things retirement benefits!

Click below to learn more about Michael's background and Equity 401k Consultants.

Proudly Serving Southern California

Proudly Serving Southern California

Located in Glendora, California, Equity 401k Consultants is your dedicated partner in 401k plan consulting and management, proudly serving the dynamic regions of Los Angeles County, Orange County, and the Inland Empire.

Let's take your plan to the next level!

Thank you!