The small business version allows retirement advisers and providers the use of most of K4 Plan Goals’ functionalities without requiring full data integration with recordkeepers. The new K4 Plan Goals offering is designed for small plan providers and advisers who use multiple recordkeepers for their retirement plan business.
“We’ve had numerous requests for this,” said Robert L. Padgette, CEO and Founder of Klein Decisions, in a press release. “Smaller adviser firms and other service providers wanted a way to give their participants the benefits of K4 Plan Goals without integration through a recordkeeping system.”
K4 Plan Goals Small Business can deliver a retirement solution to each and every retirement plan participant even if they never go online, the announcement said. Going beyond the traditional GAP report, which does not provide an individual strategy, K4 Plan Goals solves the retirement puzzle for each participant and delivers a personal strategy. K4 Plan Goals for Small Business extends this solution to any sized adviser, provider, or plan sponsor.
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