Retirement Plan Services

We Are More Than An Investment Firm

We are Fiduciaries

Navigating the Retirement industry is a difficult journey. The rising risk of lawsuits, regulations, and attention to retirement plans has increased the demand for a Fiduciary to help and assist your business or institution. As a Fiduciary, we are here to help you by simplifying the process, reducing the risk, and assisting with the ongoing operational needs.

We provide retirement services and consulting for companies of all types and sizes.

401(K) Planning

We can assist with a new or existing employer sponsored plan. Our competitive fees and customized plan design will help you limit liability and with our experience, provide the best solution.

Investment Managers

Our hallmark ability is to blend market intelligence with retirement solutions. With in-house investment experts, we can design and manage the perfect match for your plan.

Fiduciary Partnership

KWM can act as Fiduciaries for your Employer Sponsored Plan, limiting your liability and burden. Contact us about the different roles and how we can potentially limit your exposure.

Technology & Partnerships

At KWM, we use top tier technology for your plan. We also partner with the largest retirement firms to provide you the best solution.

Independent

KWM is an independent advisory firm. We do not create or sell any products. We are unbiased and transparent.

Plan Consulting

Plan Optimization, Fee and Service Management, and assisting you with lowering your Plan Sponsor Workload.

Collective Investment Trusts

We are a comprehensive solution for Collective Investment Trusts (CIT). Our combination of market intelligence and innovation can customize the perfect menu of CIT's.

Endowments & Foundations

We know the importance of real growth after distributions. We strive for client centric focus and deep understanding of your goals and organization.

Healthcare

With increased complexity to our healthcare industry, KWM can be your comprehensive solution to all your unique situations.

Kassira Wealth Management