CHARLOTTE, NC, December 18, 2018 – MillenniuM Investment & Retirement Advisors (MillenniuM), a registered investment advisory firm focused on qualified retirement plan compliance, announced today that its team of inventors (James Holland, Will Branch and Rick Canipe) is launching their recently patented and licensed Investment Evaluator tool called the PlanAnalyzer™.
The Nation’s First and Only Comprehensive 401(k)/403(b) Compliance Evaluation Tool
The United States Patent and Trademark Office (USPTO) issued Patent No. 10,127,614 called the Investment Evaluator in July 2018. Branded the PlanAnalyzer™, the invention evaluates the effectiveness of investment committees, investment advisors and the prudence of plan investments relative to IRS and DOL rules, trust law, the prudent investor rule and Supreme Court rulings.