Retire Well
by Bob Padgette, CFA, CIMA

Plan fiduciaries can and should help put plan participants on the path to "retire well".

• Assuming Social Security
  
• Success and Satisfaction
  

Investment Insight
by Ted Ponko, CFA

Superior mutual fund evaluation and portfolio recommendations begin here.

• Wrong Place, Wrong Time
  
• The Ultimate Target Date Fund
  

a powerful new approach to investment decisions

Klein Decisions’ web-based software resolves the conflicts inherent in all investment decisions and presents a single ranked solution set, saving time and reducing risk for financial professionals.

The K⁴ Process applies a patented approach that identifies user preferences, goals, and priorities to arrive at the final solution without iteration or guesswork.

The K⁴ Decision Tools for mutual fund selection, client profiling, and retirement plan guidance streamline and document the decision process, producing a complete strategy.

       
Retirement Plan Guidance
A complete retirement strategy for all participants -- with or without participant input, online or on paper. Finally, guidance that will actually motivate participants to action!

Client Suitability and Profiling
Effectively set realistic client expectations while meeting compliance needs.  Not just the average solution, the client's unique preference-based solution.