Services

Our services include:about-us31

Plan Design Assistance and Investment Consulting — we work with our clients to truly understand their vision and set goals for the retirement plan. We then apply that information to assist in designing an effective plan that helps your organization’s objectives.

Compliance and Fiduciary Education — our consultants actively review every aspect of your plan(s) through a com­prehensive fiduciary audit, and then educate you regarding potential compliance and risk mitigation strategies.

360° Payroll Integration* — retirement plan administrative services with payroll on a single platform.

Financial Wellness Program* and Participant Education — KELLY Advisory offers a unique Financial Wellness program which compiles data from your employees and then uses that information to create a customized communication and education program for your workforce.

Single Sign-On (SSO) Retirement Plan access with KTBSOnline* — offers an enhanced employee experience by eliminating the need for multiple passwords to access plan benefits. SSO provides quick and easy access to make allocation and deferral changes and view account balances. For the plan sponsor, this includes a fiduciary document repository, providing easy access to all of your plan documentation.

*Only available through select partners