Retirement Plan Consulting

Retirement Plan Consultants for Small to Mid-Sized Retirement Plans

In today’s competitive job market, attracting and retaining top talent is more challenging than ever. While pay remains at the forefront for employees, a recent survey found benefits are not far behind. Almost half (49%) of employees chose their current employers due to their benefit packages, and over half (54%) stayed with their employers for the same reason. Two-fifths (40%) would leave their employers for better benefits elsewhere and no change in salary (Source) A well-designed retirement plan can be a powerful recruitment tool, enhancing your company's appeal to prospective employees. That's where we come in. At KB Elliott Financial Advisors, we specialize in retirement plan consulting services tailored to small and mid-sized retirement plans. Our approach focuses on two critical components: Plan Optimization and Employee Education/Engagement.

Plan Optimization

Our team excels in fine-tuning retirement plans to maximize benefits for both employers and employees. We offer customized solutions, including cost reduction strategies, tax and risk management solutions, investment lineup evaluation, plan design enhancements, and ongoing plan monitoring. By aligning your plan with industry best practices, we enhance employee satisfaction and retention while safeguarding your company's reputation and bottom line.

Employee Education and Engagement

Securing a comfortable retirement is a universal challenge, requiring improved financial literacy, proactive strategies, and thoughtful planning. As sponsors evaluate new plan features to support their employees, it's essential to incorporate elements like financial wellness and personalized planning tools. These elements are vital for meeting your employees where they are while ensuring a resilient retirement path for everyone. Our tailored 1:1 and group educational sessions empower employees to make informed decisions - driving engagement, plan participation, and ultimately, wealth accumulation over time.

Don't let your retirement plan fall behind. Act now to ensure your company remains competitive in today's job market. Contact Us today!

Bill King

Managing Partner and Financial Advisor

bill@kbelliott.com

Bill is a managing partner and co-founder of KB Elliott Financial Advisors. Bill received his Bachelor’s Degree from Illinois State University in 1983, and began working in the financial services industry in 1985 as an advisor...

Erin Arnett

Financial Advisor

erin@kbelliott.com

Erin joins the KB Elliott Team with 10 years of previous financial & investment experience at Jackson National and Associated Bank. Her positions in the financial industry have helped many individuals through her roles as Registered...