The Kent Team - Our Approach for Retirement Plan Services

The Kent Team

Retirement Plan Services

The Kent Team provides advisory services and support for small to mid-sized retirement plans ($1MM to $20MM). We know your job as a plan sponsor can be challenging for many reasons, and that is why we are here to help you create a successful retirement plan. We provide strategies and solutions to help plan sponsors manage their fiduciary responsibilities. We recognize the importance of selecting and designing the most appropriate retirement plan for your organization.

Our Process

The Kent Team assists in finding the right retirement plan solution for your organization. Our group has strong knowledge of plan design options, service vendors and the latest products.

As a team, we will work with you during each stage of the retirement plan process. We will:

Assist you in examining your organization's retirement plan needs, goals and expectations. Research the retirement plan marketplace to find a solution that is right for the plan sponsors and participants.
Guide you through each step of the implementation process
Provide an on-going service process to help make sure your plan runs efficiently and effectively

Retirement Services Consulting Model

Components of Our Service Process Include:

Assistance with a written Investment Policy Statement
Assist with investment reviews
Analyzing asset allocation with you
Delivering on-going customized education
Consulting individual employees on request

The Kent Team consultants are a critical part of the service process providing employee investment education and service. We are your primary contact for taking advantage of the benefits provided by our wealth management process.