At Kraematon, we work with companies to create highly customized Retirement Plan designs and implement employee education programs tailored specifically to our clients business.
Our services include:
- Ongoing Plan consulting
- Monitoring of investment menu and Investment Policy Statement
- Custom employee education programs
- Record-keeping review
We provide Plan service for the following:
- 401(k)
- ESOP
- 403(b)
- SIMPLE IRA
- Executive benefits
We will gladly schedule a consultation to discuss creating a Plan, resolving possible Plan deficiencies, and opportunities to enhance a current Plan.