Plan consulting & wellness technology
Your team is your greatest asset. Make a difference in their lives by providing the highest quality retirement plan and financial wellness program. When you look out for your employees bottom line, they’ll be more vigilant about yours.
How we work
Provider analysis
Providers should be partners. As an independent, fee-only advisor, we provide an unbiased approach benchmarking and analysis. Kinwell is conflict-free.
Trusted fiduciary
We are duty-bound to act in your best interest. Certain individuals in your organization have personal liability for the assets in your retirement plan. Protect them.
Plan design
Let’s develop a plan design that meets your organization’s unique objectives while also maintaining DOL and IRS regulatory requirements.
Employees first, first
Your team members all have unique circumstances. Let our coaches help them attack their financial goals in the correct order.
Investment analysis
We assume fiduciary liability as 3(38) Investment Manager and work with your retirement plan committee to identify and monitor investment options.
