Retirement Plan Services
Balancing your best interests as the plan sponsor
with those of your employees!
Accepts investment fiduciary liability in writing as an ERISA
section 3(38)-defined “Investment Manager” and ERISA section
401(d)(1)-defined “Independent Fiduciary”.
Brings together some of the industry’s top service providers into one platform to help you balance your fiduciary responsibilities as a plan sponsor, and your altruistic desire to provide for your employees.
Optimizes employee understanding, appreciation, and use of their retirement benefits with an interactive web site, retirement workshops, and personal consultations.
Simplifies investment choices by creating and managing five
basic portfolios that are suitable for most participants. In addition, participants may build their own portfolio using the optimal KCG selected funds.
Participants can complete a test to aid them in the selection of the
most suitable model portfolio. KCG assists participants in selecting appropriate retirement plan options.
Works with your employees to achieve a balance between conflicting financial priorities and their retirement goals.
Performs full fee disclosure and exposes “bundled” fees that plan sponsors may not realize their employees are paying. The KCG value proposition is built upon the delivery of significant benefits and transparent pricing.
For more information about how KCG Investment Advisory Services LLC, for information about how KCG can help you sponsor a more successful retirement plan, to request a proposal or for ADV II, contact Kimberly at (912) 224-3069 or via email at kimberly@kcgfinancialconsultant.com. Mail: PO Box 15416, Savannah GA 31411
