TPA/Recordkeepers:

KAS Consulting imparts our expertise to stimulate your business at all levels. KAS collaborates with executive teams to developing customized strategic growth plans, and provide the necessary tools for your management team and staff.

Experienced Perspective that can Prepare You for Future Success.

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Areas of Expertise:

  • SRT (Schwab Retirement Technologies): Having served on the board, and spending years refining the software to meet our needs. We have unique insights on developing the software and best practices customized to your current business structure. We specialize in the following areas:
    • Custom Crystal Reports
    • Scharp Automation
    • Processing Best Practices
  • Block Plan Conversions: Recently purchased a block of retirement plans and are now looking to set these plans up on your recordkeeping system. We have the know how to help you navigate the pitfalls and help ensure a successful transition.
  • Trust Accounting/ Share Reconciliation: Is your firm manually reconciling trust accounts with your recordkeeping system? We have the tools and process that will save your firm hours of time on a daily basis.
  • Process and Efficiency Improvements: KAS Consulting will take the time to review your current process and procedures to determine the necessary changes
  • Billing Process: Billing is a challenge for many firms as it is complex. Let us help streamline.
  • Strategic Planning: With decades of industry knowledge, developing a focused growth plan is essential to take your company to next level. We specialize in developing 3 and 5 year plans and provide the tools to implement your customized strategy.
  • Outsourcing Options: Looking to grow your business and control your overhead costs. Partnering with an experienced overseas firm may be the answer.
  • Succession planning: Transitioning a business is never easy but with the right planning in advance it can be done well.  We have the experience and perspective to bring to the table.
  • Electronic document and workflow management: Streamlining processes and gaining efficiency of a workflow management system is a requirement to be successful.
  • Customer Relation Management (CRM) Systems:
  • CEFEX Certification: This certification is an independent recognition of a Recordkeeper or Administrator’s conformity to all Practices and criteria within the ASPPA Standard of Practice. It implies that the firm can demonstrate adherence to the industry's best practices.