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

  1. Retirement Plan Consultant Registered Principal

    CAC Group

    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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Jamie Parker — Retirement Plan Consultant Registered Principal at CAC Group in Birmingham, AL, US | Unifers