meet: Connor McDevitt
Connor McDevitt | Retirement Plan Advisor | Financial Advisor
Connor McDevitt is a Retirement Plan Advisor with 15 years of experience helping businesses and their employees better understand and optimize their retirement benefits.
Originally from Wayne, Pennsylvania, Connor attended Virginia Tech, where he studied Personal Financial Planning. During his time there, he was a member of Sigma Phi Epsilon and a four-year varsity letter winner as a manager for the men’s basketball team under Seth Greenberg.
Connor began his career working with two national insurance firms in Philadelphia and San Francisco before relocating in 2022 from Los Angeles to Grand Rapids, Michigan.
Outside of work, he coaches basketball at Grand Rapids Catholic Central and enjoys spending time on the course at Cascade Hills Country Club.
Helping Employers & Employees Understand the True Cost of Retirement Plans
Did you know?
The Department of Labor requires retirement plan fiduciaries to conduct periodic benchmarking, typically every 3 to 5 years, to ensure fees and services remain reasonable and in the best interest of participants. This process compares plan costs, investment performance, and features against similar plans to reduce fiduciary liability.
Yet in reality, many plans go unexamined.
With 15 years of experience in the retirement plan industry, I’ve seen firsthand how often these benefits are overlooked. Fees are often buried across multiple disclosures are difficult to find and even harder to understand.
At the same time, the cost of health insurance continues to rise, becoming one of the largest expenses for both employers and employees.
That’s why retirement plans matter more than ever.
When designed properly, they’re not just a long-term savings vehicle they can also serve as a strategic tool to help offset rising costs in other areas. A well-structured plan can improve employee financial wellness, increase retention, and create efficiencies that benefit both the business and its people.
Despite this, many employees still don’t fully understand what they’re paying to save for retirement or how to make the most of it.
That’s where I come in.
A Simple, No-Cost Plan Review
My process is straightforward: 3 documents and 30 minutes of your time.
With the information below, I provide a comprehensive benchmarking analysis of your plan’s fees and services at no cost and with no obligation:
Plan Fee Disclosure (408(b)(2))
Participant Fee Disclosure (404(a)(5))
Investment lineup with asset breakdown (plan-level)
The five fiduciary principles I oath to follow are as follows:
1. I will always put your best interests first
2. I will act with the skill, care, diligence, and good judgement of a professional
3. I will not mislead you and provide full disclosure of important facts
4. I will avoid conflicts of interest
5. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts