401(k) Advisory

Leading employees to financial wellness.

Are your employees confident in their financial well being?

How does this work for you as the owner?

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Why is this great for your employees?

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How does your plan stack up?

Learn More

How does this work for you as the owner?

See how your 401(k) plan stacks up. Take our free assessment to determine the health of your plan.

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Reduce Costs

KTM fiduciaries will help you partner with the right low-cost service providers who excel at their jobs. AIF designees help select high-performance, low-cost funds that strive to improve outcomes.

Reduce Liability

Plan Fiduciaries must act solely in the interest of plan participants and beneficiaries. Having the right fiduciary plan may reduce the inherent liability in having a retirement plan.

Save Time

Your time as a business owner should be spent running your business, not getting bogged down in trying to manage your retirement plan. KTM 401(k) Advisory will manage the process for you and dedicate itself to providing real, lasting value to everyone involved.

Improve Financial Management

Our services include both education and onsite financial planning to promote participant engagement. We know first-hand that a healthy financial life creates more productive employees,

Why is this great for your employees?

1

Lifecycle Investing

Lifecycle investing plans give employees the foundation for a successful retirement. Age, while important, is not the only factor in deciding which investments strategies should be implemented. We use Lifecycle investing tactics to match the accumulation needs that individuals and families must pass through to increase the probability that they stay on track and achieve their retirement goals.
2

Retirement Gap

Retirement can be a difficult life-stage to plan for. Providing straight-forward tools that make planning and tracking progress easier are essential for employees to feel financially confident. Our custom software gives employees a uniquely clear view into their progress towards retirement, helping to ensure they eliminate any retirement income gaps.
3

Comprehensive Planning

While tracking retirement progress is one thing, providing tools & guidance for employees to manage and plan their investments is critical to providing lasting financial wellness. Our software gives employees the assistance they need to build a financial plan that makes sense for them, and the On Trac(k) mobile site makes sure that plan is always at their fingertips.

How does your plan stack up?

Employer Report Card Assessment

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Schedule your appointment to discuss your FREE diagnostic of your plan.

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