HKFS collaborates with your CPA to ensure your business’ retirement plan is running as efficiently and effectively as possible. At HKFS, we have a full-service retirement team focused on assisting you and your employees in achieving your retirement goals. Together, your CPA and financial planning consultant (FPC) will work with the HKFS Retirement Services team to provide:
Complimentary 360⁰ Plan Review
A complimentary, comprehensive retirement plan review will assist in assessing your plan’s potential tax savings, compliance risk, employee education, and fees.
Custom Plan Design
With a custom plan design, we’ll identify the primary goals and objectives for the retirement plan and develop a strategy to meet your specific needs. Including a review of ROTH provisions, eligibility, vesting, employer contributions, auto features, administrative responsibilities, and more.
A highly-experienced and credentialed Investment Advisory Committee provides oversight of your investments and navigates the nuances of the investment landscape for you.
Fiduciary Liability Protection
Your plans investment liability will be reduced by having the highest level of fiduciary protection under the law.
Employee Education & Financial Planning
Employee meetings will provide your team with customized investment advice and guidance to help them meet their individual retirement and financial goals.