Since 1993

Welcome to K Plus

K Plus, Inc. was established in 1993. We are proud of our history of excellent service. We welcome you to our website and we encourage you to contact us for more information.

Our Mission Statement:

To provide small to mid-sized defined contribution plans with best-in-class services normally found in large plans for a reasonable price. Our goal is to advise, educate, and protect our clients and their participants. We strive to exceed all industry standards and fiduciary expectations.

401(k), Retirement and Investment Specialists.

K Plus, Inc. is a registered investment advisory firm.

We are here to help with your 401(k), retirement planning and retirement investment needs.

The K Plus advantage is in our independence. Although we work with insurance companies, banks, brokerage firms, mutual funds and third party administrators, we represent you, not them.

The K Plus advantage is in customization. The newsletters, hypothetical investment charts and model portfolios we prepare are designed for you and your participants using the funds in your plan. They are not off-the-shelf.

The K Plus advantage for individuals is affordability. We charge by the hour and not as a percentage of assets. This makes our services available to almost everyone.

Services

401(k) Fiduciary Services

  • Provider Searches
  • Fund Selection
  • Investment Policy Statements
  • Fund Performance Monitoring

401(k) Communication Services

  • Investment Seminars
  • 401(k) Coaching
  • Model Portfolios
  • Newsletters

Individual Services

  • Goal Setting
  • Asset Allocation
  • Fund Selection
  • Fund Performance Monitoring