kace wealth management
Retirement Never Looked So Clear
Retirement Plan Services For Sponsors and Participants
A PLAN ADVISOR for participants
Participant Education
Participant Education
Participant Education
You've heard the phrase people fear what they don't understand. Educating participants is a fundamental duty of plan sponsors and is key to promoting retirement readiness.
In-house/on-site education creates greater participation rates and is a great way for sponsors to show their commitment to plan participants.
Holistic Approach
Participant Education
Participant Education
The typical household could have two 401(k)'s, IRAs, and a brokerage account or two which can result in overlap or holding the same stocks and bonds in multiple accounts, This could potentially leave participants over exposed to unnecessary risk in their 401(k).
A Plan Advisor can help participants diversify across multiple accounts by looking at the big picture.
On-Demand
Participant Education
On-Demand
The benefit most requested by plan participants is access to a financial advisor on their schedule.
An advisor on-demand with KACE Wealth Management means you have a direct line by phone, email, online, or text to their plan advisor whenever they have questions or concerns.
A PLAN ADVISOR for sponsors
Fiduciary Training
Co-Fiduciary Services
Co-Fiduciary Services
The Department of Labor takes your duty of care very serious, so much so that they leave your personal assets at risk for any breaches of your fiduciary duty to your plan and its participants.
We are an approved Retirement Plan Consulting Program (RPCP) with LPL Financial and with over 39,000 plans and over $195B in AUA, there isn't a lot we haven't seen.
Our association with multiple recordkeepers, TPA's, and ERISA attorneys gives us access to a wealth of knowledge and expertise to help reduce fiduciary risk and build confidence in your responsibilities to your plan and plan participants.
Co-Fiduciary Services
Co-Fiduciary Services
Co-Fiduciary Services
A plan without an advisor is like putting your employees on a ship without a captain, they're going somewhere, just not sure anyone is reaching their destination.
As a plan sponsor, you must be able to demonstrate that you are taking participant outcomes seriously and this means performing certain duties like monitoring your service provider, fee benchmarking, understanding the Investment Policy Statement and compliance, actively engaging in participant education and enrollment just to name a few.
You have a company to run and a Plan Advisor can help you meet your "duty of care" by hiring an expert.
Service and Support
Co-Fiduciary Services
Service and Support
There's an old saying, you can lead a horse to water, but you can't make him drink.
Offering a retirement plan sends a very positive message to your employees but your good will doesn't end there. The Department of Labor requires sponsors to act in the best interests of their participants and "set it and forget it" is never enough.
A Plan Advisor is dedicated to the success of the plan for its participants. The service and support a sponsor receives in meeting their fiduciary duties makes hiring an advisor highly recommended by ERISA attorneys.
FREE 30 CONSULTATION
Book A Virtual Meeting
You have a company to run so we want to make meeting with us convenient. Our initial consultation gives you the opportunity to ask your questions at your convenience.
Proud Member of the National Association of Plan Advisors
Our Partners
Securities and Advisory Services
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, KS, MI, NM, TX, WA, WY.
Certified Plan Fiduciary Advisor (CPFA)
The Certified Plan Fiduciary Advisor (CPFA) credential - developed by some of the nation's leading advisors and retirement plan experts - demonstrates knowledge, expertise, and commitment to working with retirement plans. Plan Advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Accredited Asset Management Specialist (AAMS)
The Accredited Asset Management Specialist (AAMS) is a professional designation awarded by the College for Financial Planning unto financial professionals who successfully complete a self-study program, pass an exam, and agree to comply with a code of ethics.
Insurance Products and Services
Insurance licensed in the following states: Colorado, Texas, Wyoming.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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