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kPlans | Better Outcomes

Imagine a 401(k) plan. An independent, fee based Advisor. Extremely low plan costs. A world class investment menu. A governance process that protects Fiduciaries. A well crafted education strategy for participants. A clear objective, with the necessary plan design. And Vendor features to achieve it. Our process allows you to change with it. Our process is proudly and fiercely independent. Our sole focus is retirement plans. Our process produces better outcomes for Employers.

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Kravitz, Inc.

Daniel Kravitz

15760 Vent●●●●●●●●●● Suite 910

Sui●●●910

En●●no , California, 91436

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1818●●●●6100

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Kravitz, Inc.

Daniel Kravitz

15760 Vent●●●●●●●●●● Suite 910

Sui●●●910

En●●no , California, 91436

UNITED STATES

1818●●●●6100

he●●@lkravitz.com

View this contact

Kravitz, Inc.

Daniel Kravitz

15760 Vent●●●●●●●●●● Suite 910

Sui●●●910

En●●no , California, 91436

UNITED STATES

1818●●●●6100

he●●@lkravitz.com

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kPlans | Better Outcomes | kplansinc.com Reviews

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Imagine a 401(k) plan. An independent, fee based Advisor. Extremely low plan costs. A world class investment menu. A governance process that protects Fiduciaries. A well crafted education strategy for participants. A clear objective, with the necessary plan design. And Vendor features to achieve it. Our process allows you to change with it. Our process is proudly and fiercely independent. Our sole focus is retirement plans. Our process produces better outcomes for Employers.

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kPlans | Better Outcomes | kplansinc.com Reviews

https://kplansinc.com

Imagine a 401(k) plan. An independent, fee based Advisor. Extremely low plan costs. A world class investment menu. A governance process that protects Fiduciaries. A well crafted education strategy for participants. A clear objective, with the necessary plan design. And Vendor features to achieve it. Our process allows you to change with it. Our process is proudly and fiercely independent. Our sole focus is retirement plans. Our process produces better outcomes for Employers.

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kplansinc.com

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Services | kPlans

http://kplansinc.com/services

Leave a Reply Cancel reply. Your email address will not be published. Required fields are marked *. 2014 kPlans. Privacy Policy.

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Asset Management | kPlans

http://kplansinc.com/services/asset-management

While a significant percentage of our business focuses on structuring 401(k) Profit Sharing plans, we also have strong expertise in building portfolios for Pension Plans of all types. We will employ a three step process:. Our process begins with an analysis of the Company or Firm’s current plan design and objectives. This will include, if applicable, a review of the current Plan document, latest Actuarial certification report, copy of the Asset Statement and an Employee Census . Leave a Reply Cancel reply.

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Plan Ideas | kPlans

http://kplansinc.com/plan-ideas

Consider changing the plan name from 401(k) Plan to one that more accurately describes the objective, such as 401(k) Freedom Plan. Add a Roth Feature? Roth allows for after-tax contributions to be made with the ability to withdraw the funds after at least five years tax free rather than tax deferred. Roth Comparison Chart. Safe Harbor Your Plan? Rapidly becoming an alternative solution to Target Date Funds, Managed Accounts allow for a more custom solution for each plan participant rather than a “o...

4

Fiduciary Governance | kPlans

http://kplansinc.com/services/fiduciary-governance

The landscape of retirement plans is changing, becoming more complex by the day. We will protect you by implementing a prudent process that will guide you through a myriad of potential legal landmines:. We will act as either an ERISA 3(21) plan fiduciary or an ERISA 3(38) Investment Manager. We highly recommend that the Advisor to your plan act as a fiduciary in some capacity. We will help you understand ERISA’s requirements including the definition of fiduciary. Leave a Reply Cancel reply.

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Cost Benchmarking | kPlans

http://kplansinc.com/services/cost-benchmarking

Costs in A Retirement Plan:. There are six key cost centers for operating a retirement plan that need to be reviewed annually:. TPA Plan Administrator Costs. Plan Audit Costs (larger plans). A big reason why it has historically been difficult to clearly identify the costs associated with a retirement plan is the amount of revenue. Review your fee disclosure documents to help ensure they are in compliance;. Benchmark the costs of your Service Providers every 3 years. Leave a Reply Cancel reply. Required f...

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Imagine a 401(k) plan. An independent, fee based Advisor. Extremely low plan costs. A world class investment menu. A governance process that protects Fiduciaries. A well crafted education strategy for participants. A clear objective, with the necessary plan design. And Vendor features to achieve it. Our process allows you to change with it. Our process is proudly and fiercely independent. Our sole focus is retirement plans. Our process produces better outcomes for Employers.

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