K Plus services help you fulfill your fiduciary obligations and enable your participants to get the most out of their 401(k) plan.
Search K Plus can help you find the best 401(k) program for you and your participants. We work with insurance companies, banks, brokerage firms, mutual funds and third party administrators. We ask the tough questions to avoid unexpected surprises in the future.
With so many fund choices available, selecting the best investment funds is often confusing and difficult. K Plus uses the latest risk/reward technology to help you select superior funds from each appropriate investment category.
This document establishes investment benchmarks and procedures for monitoring and managing your plan's investment assets in compliance with ERISA.
K Plus prepares an annual investment monitoring report for the Trustees summarizing the performance of your funds relative to the benchmarks which were established in your Investment Policy Statement. The report also contains an independent appraisal of how the performance was achieved.
K Plus conducts the following Education Seminars utilizing customized PowerPoint presentations and employee handouts:
- Enrollment/Re-enrollment Meetings
- Investment Education Seminars
- 401(k) Coaching Sessions - One-on-one
-All services are available on an á la carte basis.-