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Overview

Services

Advisor Services

  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Horizon Investments 4 years, 7 months Feb 2015 - Present
Presidium Retirement Advisers 4 years, 7 months Feb 2015 - Present
Presidium 5 years, 3 months Oct 2009 - Jan 2015
Anne N Comer, CPA PLLC 4 years, 8 months Jul 2009 - Mar 2014

Designations & Memberships

  • American Institute of Certified Public Accountants
    Membership
    American Institute of Certified Public Accountants
    The American Institute of Certified Public Accountants (AICPA) is the world's largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination.
  • American Society of Pension Professionals & Actuaries
    Membership
    American Society of Pension Professionals & Actuaries
    The American Society of Pension Professionals & Actuaries is the premier educator and policy advocate for over 7,500 career professionals actively engaged in the retirement plan industry.
  • Centre for Fiduciary Excellence
    Membership
    Centre for Fiduciary Excellence
    CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
  • National Association of Independent Retirement Plan Advisors
    Membership
    National Association of Independent Retirement Plan Advisors
    The National Association of Independent Retirement Plan Advisors (NAIRPA) is a leader in the transformation of the national retirement system to improve transparency, effectiveness, and governance.
  • Accredited Investment Fiduciary Analyst
    Designation
    Accredited Investment Fiduciary Analyst
    The AIFA designees hold the knowledge necessary to understand and implement a prudent process for Investment Stewards, Investment Advisors, and Investment Managers and can perform fiduciary assessments to verify or certify an entity's conformity to CEFEX's Global Fiduciary Standard of Excellence.
  • Certified Public Accountant
    Designation
    Certified Public Accountant
    The Uniform CPA Examination protects the public interest by helping to ensure that only qualified individuals become licensed as U.S. Certified Public Accountants (CPAs). Individuals seeking to qualify as CPAs – the only licensed qualification in accounting – are required to pass the CPA Examination.
  • Personal Financial Specialist
    Designation
    Personal Financial Specialist
    Individuals holding this designation have an understanding of the service issues of retirement plan set-up, management, and review.
  • Registered Fiduciary
    Designation
    Registered Fiduciary
    The Registered Fiduciary™ (RF™) designation identifies financial professionals that have achieved pertinent academic qualifications and licenses, learned required practices, and have passed a background check.

Articles and Answers

Insights by Anne Comer

    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Am I saving enough for retirement?
    We recommend a savings rate of 12 to 15%. If you are a participant in a retirement plan that includes your employer's match (if available). To start, consider deferring up to your employer's match in your retirement plan and then increasing your deferral rate by 1% a year until you reach your goal....  (more)
    Answered Nov 2012
    I have small business with myself the only employer , I would like to open 401k account but I want to find the rating for the plan and know the administrative cost /hidden cost that I will be paying for, is there website or book that can help choose?
    An individual 401(k) is an excellent solution for a sole proprietor with no common law employees.For 2012, you may defer $17,000 (if you are over 50, you may make an additional $5,500 catch-up contribution.)The employer may contribute the lesser of up to 25% of the compensation or, for 2012, $50,0...  (more)
    Answered Nov 2012
    I have a small company with 65 employees and want to switch to the lowest cost 401K plan possible to give my employees the highest return on their 401k and not lose a significant amount of money long term due to high expenses. Can someone please recommend a plan with low costs?
    Ty, as a retirement plan sponsor, you must protect your plan participants while also being held personally responsible for your choices as a fiduciary. A great place to start is with a publication “Selecting and Monitoring Pension Consultants: Tips for Plan Fiduciaries” which can be found on the US...  (more)
    Answered Aug 2012
    How much money do I need to retire?
    We tell our clients to start now and save as much as they can. Research suggests a savings rate of 10 to 15% of salary beginning with your first job. We don't know of anyone who has retired and said, I wish I hadn't saved so much money. ...  (more)
    Answered Nov 2012
    Are 401k plans protected from bankruptcy?
    Hi Doreen,401(k) plans are protected from creditors....  (more)
    Answered Mar 2012
    I'm in my 30s. What amount should I be saving?
    Hi Joseph,One of the best ways to save is through your retirement plan at work. You may contribute on a pre-tax basis or if the plan has a Roth provision, you may contribute on an after tax basis. The earnings grow tax free. In addition, your employer may offer a match. If you contribute on a pre-t...  (more)
    Answered Nov 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Aug 4, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Aug. 5, 2019
        • $609.2M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 14
          number of clients
        • $43.5M
          Estimated Average Account Balance Per Client

      Horizon Investments LLC

      Last updated on April 27, 2017
        • $2.9B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 13K
          Accounts
        • $223.5K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements