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K4 PLAN GOALS FOR SMALL BUSINESS


WHY K4 PLAN GOALS IS UNIQUE


WHAT PARTICIPANTS GET


WHAT PARTICIPANTS CAN DO


WHAT FIDUCIARIES GET


K4 PLAN GOALS ARTICLES



 

 

Click to view the Plan Goals Participant Online Experience
Take a Tour of the
K4 Plan Goals
Online Experience
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PARTICIPANT EDUCATION

Click to view Investing Basics participant education material
Investing Basics
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Click to view Get On Track for Retirement participant education material
Get on Track for Retirement
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 Putting Retirement Plans on Track and Keeping Them There

The K<SUP>4</SUP> Plan Goals Solution
The K4 Plan Goals Solution
Despite the rapid growth of employer sponsored plans, only 26% of all participants ever establish a retirement goal. They either won’t go online or they get frustrated and confused by the tools they find there. It really shouldn’t be that difficult because a retirement strategy is just a simple four-piece puzzle like the one at left.
Other systems make your sort through all the pieces
Other Systems' Partial Results

The problem is, until now, participants were forced to search for those pieces in a vast stack of misfits. The odds of coming up with the right four are astronomical so most participants either give up or just force some ill-fitting pieces together. Neither results in a coherent solution or inspires much conviction to stick with it.

But now there’s K4 Plan Goals which attacks this problem in a totally different way. In a single step, it delivers a complete personalized solution for 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. In fact, K4 Plan Goals offers a number of different ways to get this valuable information to them.

DELIVERS A COMPLETE SOLUTION IN A SINGLE STEP

Participants can set their own range of acceptable outcomes for their retirement goals and K4 Plan Goals will provide the optimal strategy with the highest probability of success and satisfaction. No iterations or guesswork required. It’s the complete answer the very first time.

ELIMINATES BARRIERS TO ACTION

Participants can see their Suggested Strategy on their annual reports, from K4 Plan Goals’ online tool, or soon from handy apps on their tablet computer or smart phone. Because it’s the complete solution that reflects their goals and priorities, they’ll actually want to take action.

SATISFIES FIDUCIARY STANDARDS

K4 Plan Goals combines participant data enabling the Plan Sponsor to measure overall plan success. This report can also help satisfy the Sponsor’s Fiduciary Responsibilities..

 

K<SUP>4</SUP> Plan Goals Participant and Sponsor Reports

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