Retire Well
by Bob Padgette, CFA, CIMA

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

 Putting Retirement Plans on Track and Keeping Them There

Only 26% of all plan participants establish a retirement goal. They either won't go online or they get frustrated and confused by the online tools available. K⁴ Plan Goals attacks this problem in a totally new way. In a single step, it delivers a complete, personalized retirement strategy to all participants-- whether they go online or not.

ELIMINATES THE PROBLEM OF LIMITED ONLINE USE

Each and every participant receives a complete investment and savings strategy that is ready to implement whether they go online or not.

DELIVERS A COMPLETE SOLUTION IN A SINGLE STEP

Participants can set their own range of acceptable outcomes for their retirement goals and K⁴ will provide the optimal strategy with the highest probability of success and satisfaction. No iterations or guesswork required.

SATISFIES FIDUCIARY STANDARDS

K⁴ Plan Goals provides guidance to all participants while enabling the Plan Sponsor to measure overall plan success. It can also meet the Fiduciary Advisor Standards under the pending Pension Protection Act.

EASILY CONFIGURES TO MEET PROVIDER NEEDS

K⁴ Plan Goals' robust administrative capabilities are both powerful and flexible. With multiple user and permission levels, the system is easily configurable to satisfy virtually any organizational structure.