Retirement Plan and 401k Consulting

 

At KCFA, we pride ourselves on building competitive retirement packages for our corporate clients. We differentiate ourselves through the individual advice and financial planning services that we offer each employee.

Unlike many brokerage firms and advisory practices, KCFA is an ERISA fiduciary. We must act in the best interest of the plan and for the exclusive benefit of plan participants. We never maintain any conflicts of interest when selecting a 401k vendor or selecting investment options.

As fiduciaries, we relieve board members, retirement plan committees, CFOs, and human resource managers from having to make and execute fiduciary decisions. The designation of an independent fiduciary focuses on the responsibility, as well as the liability, to properly manage the plan for the benefit of plan sponsors and plan participants.

Non-ERISA fiduciaries and brokers (regardless of size of firm) maintain conflicts of interest and assume little-to-no legal liability whatsoever.

KCFA accepts full responsibility for the services we perform for plan operation, plan investment, and fiduciary decision-making.

KCFA reviews the plan’s investment account performance against investment objectives that are based on the investment policy statement for the plan. These reviews take into consideration market performance for similar investments.

 

Corporate Benefit Services

 

An appropriate corporate retirement and benefit package is crucial for companies in attracting and retaining key employees. We help corporations establish custom benefit programs for their employees such as executive bonus, cash balance and health benefit plans.

Request a Consultation

We hope you find our website to be a useful tool in getting to know who we are and how we can help you. Please feel comfortable in contacting us on any investment or planning matter and we will promptly respond.