Keel Point Retirement Plans

When it comes to planning for retirement, individual needs are unique as the employees themselves. At Keel Point, we work with our clients to customize plans that allow businesses to meet the needs of their employees. We also provide investment guidance and on-going consulting.

Custom Planning

We don’t prescribe one-size-fits-all retirement plans. Instead, we consider the needs or your specific business balanced with the needs of your employees. Retirement plans are not only a benefit for current employees, but a custom retirement plan provides leverage for attracting and retaining the best talent. We make it easy for companies to onboard and enroll employees into benefit programs. We can then track employees throughout the employee lifecycle.

Investment Guidance

Your employees may have questions about their investments. We can deliver insight into the best choices with consideration of their needs and retirement goals.

Fiduciary Responsibility

We help our clients understand and navigate their responsibilities as retirement plan sponsors. We also make sure that our clients are consistently up-to-date on legislative and regulatory practices.  

The Bottom Line

Retirement planning, decision making, and benefits can get overwhelming really quickly. So we can take on as much or as little of the load as our clients need. Here is a snapshot of how we can help.

Here's How We Can Help

  • Plan, design, and implement retirement plans
  • Provide investment consulting
  • Initiate and complete vendor searches
  • Initiate and fulfill vendor management
  • Allow clients to retain their current benefit vendors if desired
  • Offer assistance with 401(k) and 403(b) plans

Employee Benefits

We know the right benefits are important to your business, your employees, and their families. That’s why we not only provide customized benefits plans, but we also use technology to build a system that integrates seamlessly into your company culture and meets the varied needs of benefit recipients.

Connect with Keel Point

Whether you need to set shorter-term financial goals or require more extensive life and wealth management planning, we can help. Contact us to learn more.

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Find a Wealth Advisor

The Keel Point team of financial advisors has the most comprehensive tools for investment management, generational wealth management, wealth planning and retirement planning right at their fingertips. Keel Point’s financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.

Our Keel Point Locations

The Keel Point wealth management advisors are positioned at eight convenient locations to serve clients throughout the United States.