Walker Financial Advisors also does business as California 457 Benefits (CA 457), which provides plan administration, investment advice, and employee services for government deferred compensation plans.
Plan administration services include ongoing regulatory compliance support, contribution processing, daily account valuation and reconciliation, and inquiry resolution, along with plan and data maintenance. Investment advice includes review and compliance with the plan Investment Policy Statement, and designing an appropriate mix of funds so the plan sponsor meets its fiduciary duty to employee participants. Employee services include group educational meetings followed by individual consultations to discuss asset allocation and provide investment advice. Participant enrollment, emergency hardship withdrawals, distribution planning and processing, and beneficiary changes are also provided. See our disclosure document (ADV Part II, Schedule F) for fee information.