Review
Review a comprehensive assessment of your current plan: design, fees, investments, and participation metrics.
Institutional Services
Retirement Plan Advisory
Dedicated retirement plan advisory for business owners and their employees.
An advisor for your plan and your people
Your retirement plan is an important part of how you take care of your people, and managing it well takes time, expertise, and attention to fiduciary detail. We work directly with business owners and plan committees to design, manage, and continually improve employer-sponsored retirement plans, with the goal of better outcomes for the people who participate in them. Our support spans every major plan type, including 401(k), 403(b), 457, and 401(a) plans; defined benefit and cash balance plans; non-qualified deferred compensation and executive benefit plans; HSA and HRA accounts; and health and welfare funds.
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Plan Design
Custom plan design aligned with your company culture and goals.
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Fiduciary Support
Comprehensive fiduciary documentation, committee education, and compliance support.
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Participant Education
Workshops, one-on-one guidance, and digital financial wellness tools that help employees make informed decisions.
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Investment Monitoring
3(21) or 3(38) fiduciary with quarterly monitoring built around your organization’s needs.
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Plan Provider Search
Provider analysis, RFP management, and conversion support from start to finish.
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Benchmarking
Ongoing fee, investment, and service benchmarking against market standards.
How we manage your retirement plan
We approach your plan through continuous review, benchmarking, and refinement so it keeps pace with your business and your participants.
Benchmark
Benchmark and compare your plan against industry peers for fees, services, and investment performance.
Design
Design and evaluate plan features, including auto-enrollment, matching formulas, vesting schedules, and eligibility.
Construct
Construct and monitor your fund lineup with oversight from the Krilogy Investment Committee.
Train
Train your plan committee on fiduciary responsibilities, best practices, and regulatory requirements.
Improve
Improve through ongoing quarterly monitoring, watchlist updates, and proactive recommendations.
(K)Plans: A dedicated team for your retirement plan
Krilogy offers retirement plan advisory through (K)Plans, a full-service, independently operated practice dedicated to employer-sponsored retirement plans. The (K)Plans team works directly with you and your plan committee while drawing on the resources of the broader Krilogy organization, including oversight from Krilogy’s Investment Committee.
Retirement plan insights
Updates and ideas for plan sponsors and participants on plan design, fiduciary responsibilities, and preparing for retirement.
MAR 17, 2020
3 MIN READ
3 MIN READ
Blog Articles
Successfully Manage Your Company-Sponsored Retirement Plan RFP
If you are a business owner or an HR professional, you know the letters RFP all too well. You may find yourself faced with the need to prepare RFPs, requests for proposals, for a number of things related to the business, including your company-sponsored retirement plan. While the letters mean the same thing for any […]
MAY 10, 2017
3 MIN READ
3 MIN READ
Blog Articles
The Top Five Questions to Ask Your Retirement Plan Advisor
An employer sponsored retirement plan provides a great benefit for every company, serving as an added perk for attracting and retaining good talent. It’s also an immense responsibility, and if not managed properly, can become a liability. That’s why it’s important to work with an advisor who has your best interest at heart and has […]
DEC 2, 2015
3 MIN READ
3 MIN READ
Blog Articles
What Employers Need to Know about Their Company’s Retirement Plan
There once was a time when offering your employees a 401k or other company-sponsored retirement savings plan was a nice perk. Maybe your company offered one, or maybe it didn’t. Today, however, a good 401k plan can serve as a valuable tool for attracting (and retaining) talent, and provides nice benefits for your employees. That […]
Disclosure
All investment management services provided through Krilogy Financial, LLC, the SEC registered investment advisor.