Corporate Services

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.