Retirement Plans

When it comes to planning for retirement, individual needs are unique as the employees themselves. At Keel Point, we work with our clients to customize plans that allow businesses to meet the needs of their employees. We also provide investment guidance and on-going consulting.

Custom Planning

We don’t prescribe one-size-fits-all retirement plans.  Instead, we consider the needs or your specific business balanced with the needs of your employees. Retirement plans are not only a benefit for current employees, but a custom retirement plan provides leverage for attracting and retaining the best talent.

We make it easy for companies to onboard and enroll employees into benefit programs.  We can then track employees throughout the employee lifecycle.

Investment Guidance

Your employees may have questions about their investments.  We can deliver insight into the best choices with consideration of their needs and retirement goals.

Fiduciary Responsibility

We help our clients understand and navigate their responsibilities as retirement plan sponsors.  We also make sure that our clients are consistently up-to-date on legislative and regulatory practices.  

The Bottom Line:

Retirement planning, decision making, and benefits can get overwhelming really quickly. So we can take on as much or as little of the load as our clients need.  Here is a snapshot of how we can help.

  • Plan, design, and implement retirement plans
  • Provide investment consulting
  • Initiate and complete vendor searches
  • Initiate and fulfill vendor management
  • Allow clients to retain their current benefit vendors if desired
  • Offer assistance with 401(k) and 403(b) plans
older couple looking at retirement plans on a couch

If you’d like to learn more about how we can help, please give us a call.

Employee Benefits

We know the right benefits are important to your business, your employees, and their families.  That’s why we not only provide customized benefits plans…

Learn More About Our Employee Benefits