Plan Sponsors

We have the experience to assist you with individual projects beyond standard Third-Party Administration services. From streamlining processes, correcting plan errors, or to developing solutions for out of the box problems KAS can partner with you. When you need someone with retirement plan expertise or are faced with a problem outside the scope of standard Third-Party services let us put our expertise to work for you.

Custom Solutions that Work for You

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Services Include:

  • Plan Corrections: Support with plan corrections under SCP, VFCP, DFVC, and VCP programs
  • Vendor Search: Most vendors target a specific market. Which vendor is best for yours? We can cut through the vendor choices and narrow in on the ones that fit your needs.
  • Plan Fee Review: As a Plan Sponsor it is a fiduciary responsibility to make sure the fees being charged to the plan are reasonable. Unless you are in the industry, this responsibility can be time consuming and tough to judge. We can partner with you to lighten the burden and be an objective independent opinion.
  • Education: We offer seminars for Plan Sponsors and Retirement Plan Advisors on a wide range of topics from increasing participation to compliance regulations Some of our courses include options for receiving continuing education credits.
  • Enrollment Meetings: We offer a wide range of options to help your employees enroll in your retirement plan.
  • Fiduciary Training: We can train you in your Fiduciary responsibilities as a plan sponsor to protect your plan from common pitfalls. Better yet, we can partner with you and assume most of your Fiduciary responsibilities. Check out our 3(16) Services offered by our sister company SetAway Solutions.
  • Operational Procedures: We can help develop and document a Process Manual for your administrative processes customized to the specific needs of your company
  • Mergers and Acquisitions: There is a lot to think about when buying another company. Retirement plans are not normally something on the list. Your corporate structure and type of acquisition can have a significant impact on your retirement plan and the options you have. Whether you are merging with or buying another company, those business relationships create both challenges and opportunities for your retirement plan. KAS Consulting has the expertise to work through the details and layout your options in an easy to understand way. We are here to review your plan(s), understand your goals and provide our expert advice.