Jamie Parker
Fiduciary Retirement Plan Consultant | CPFA | 401(k) & 403(b) Strategist for Closely Held Businesses | 3(38) & 3(21) Co-Fiduciary | Speaker & Collaborative Partner
- Role
- Retirement Plan Consultant Registered Principal at CAC Group
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Jamie Parker
I help business owners, HR leaders, and CFOs design and manage retirement plans that…
Experience
Retirement Plan Consultant Registered Principal
Sep 2024 — Present · Birmingham, AL, US
Helping businesses implement and optimize retirement plans that align with fiduciary standards and drive real-world outcomes.• Serve as 3(38) or 3(21) fiduciary consultant for closely held businesses and corporations• Provide plan benchmarking, investment due diligence, and participant education programs• Collaborate with HR leaders, CFOs, attorneys, and CPAs to streamline plan governance• Develop custom plan strategies that emphasize flexibility, transparency, and long-term performance• Certified Plan Fiduciary Advisor (CPFA) committed to participant-first outcomes
Education
Campbellsville University
Bachelor's Degree
2006 — 2008
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