Keel Point for Business

Not only do we guide our clients to invest in their purpose, we help them do the same for their businesses—with benefits plans, products and personal advisory to serve your entire team.

Retirement Plans

  • AIFA
  • 401(k) – 3(21), 3(38)
    • 3(21) and 3(38) Fiduciary Risk Management Services
    • Fee Benchmarking & Vendor Analysis
    • Plan Design Consultation
    • Participant Education
  • Cash Balance
  • ESOP

Executive Benefits

  • Life and Disability
  • Deferred Compensation

Employee Benefits

  • Enrollment Portals
  • Insurance
    • Health
    • Dental
    • Vision
    • Life
    • Disability
  • Reimbursement Accounts
    • FSA
      • MyRSC link
      • FSAstore revenue link
    • HSA
    • 132