Retirement plan guidance for institutions
The Krivoshein McDaniels team will help simplify the retirement plan management and implementation process for any business size. They specialize in taking time to understand the priorities of each company and their owners to best implement the optimal retirement plan. Through over 25 years of experience in retirement plan management Kim and Scott will be by your side to help you navigate the legal requirements and procedures to best operate your existing or start-up plan. Their team is hands on with the plan sponsor for continued guidance.
Most importantly, Scott and Kim spend time with the employees to educate them on the plan and assist with a seamless enrollment process. As business owners themselves, they can take on a unique perspective to advocate for an optimal plan and cohesiveness in the intended employee benefit. Their team is ready to help with existing plans, new plans and for large or small companies.