Putting Retirement Plans on Track and Keeping Them There
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' 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.
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.
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.
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.
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..
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