401k - Retirement Plan Services

Kring Financial offers a variety of important services for retirement plans at the participant level and plan level.

Investment Advice for 401k or similar plans: 401k ProAdvisor provides cutting edge, easy, affordable and professional investment management services for 401k participants and participants in similar plans. Go to http://www.401kproadvisor.com/index.html to learn more about this new fast growing service.

IRA rollovers: Kring Financial provides rollover assistance and management of rollover assets if the rollover is deemed to be in the best interest of the client.

Corporate Education - 404C: KFM provides participant directed 401k education as required by plan fiduciaries under ERISA 404c. These services can assist companies in providing ERISA compliance as well as increased employee satisfaction. KFM offers these services conflict-free, and provides written agreements that serve to establish the required "test of reasonableness" for fees and disclosures as required of plan trustees by the DOL in new and proposed guidelines. Services can be performed in all states. Please contact KFM info@kringfinancial.com for more information, or to request a quote for services.

Plan Benchmarking - ERISA Compliance: New DOL guidelines require that plan trustee and sponsors review and monitor plan fees and expenses for a "test of reasonableness" to fulfill ERISA duties. For this important requirement, KFM provides 3rd party independent benchmarking of plan fees and expenses, stewardship grades, investment selections and qualified default investment selections. Please contact KFM at info@kringfinancial.com for more information, or to request a quote for services.

Investment Management Selection for - Plan Level: Newer low cost "open architecture" retirement platforms require the use of an investment advisor who can serve in an objective and fiduciary capacity. KFM provides these services to include investment selection, investment monitoring and investment management for pensions and participant directed employer provided retirement plans, in conjunction with third party administrators who use the widely used "Matrix", MG trust platform, Eplan or other platforms. Please contact KFM at info@kringfinancial.com for more information, or to request a quote for services.