services

Services 

Plan Design

At KDP, our clients receive accurate and timely plan services. We provide retirement plan design, installation and ongoing administration services for:

401(k) Plans (including Safe Harbor, Roth, Solo, and SIMPLE 401(k) Plans)
401(a) or Money Purchase Plans
403(b) Plans
457 Plans
Profit Sharing Plans (including New Comparability and Age-Weighted Plans)
Davis Bacon (Prevailing Wage) Plans
Defined Benefit Plans (including Cash Balance Plans)

Plan Administration

ADP/ACP Testing
Coverage & Nondiscrimination Testing
415 Testing
Employer Deductibility Testing
Top Heavy Testing
Plan Reconciliation
Form 5500, SAR, & 8955-SSA
Distribution & Loan Processing
Assistance with Administrative Forms & Notices

Plan Documents

Prototype
Volume Submitter
Individually Designed

Sales Services

We provide the following sales services:

Provide plan illustrations at no cost
Assist financial advisor with plan setup
Assist financial advisor with client/enrollment meetings

Partnering with Retirement Providers

KDP does not offer daily valuations. However, we have chosen to partner with plan providers who share in our experience and dedication to retirement plans. Some of the providers we have partnered with include:

American Funds
Ameritas
Ascensus
Aspire
First Mercantile
Great West
Guardian
ING

John Hancock
MassMutual
Mutual of Omaha
OneAmerica (AUL)
Principal
Securian
Transamerica