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Connecting tax advice to wealth management

A holistic approach to retirement planning.
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Partner Program

Key Benefits of Offering Retirement Plan Solutions
  • Gateway to ancillary opportunities for owners/key employees
  • Strengthen client relationships and minimize financial services competition
  • Retain key clients through additional services
  • Quarterly Investment Advisory Council video link
  • Design a program with maximum benefits for savings and reducing tax liability
HOW CAN WE HELP YOU?

Work Together

Expert Retirement Plan Services to Meet Your Client’s Needs
  • Plan design optimization
  • Participant education and investment advice
  • Professional investment management and fund monitoring
  • Liability and fiduciary risk protection
  • ERISA legal/compliance support
  • Streamlined payroll integration capability
  • Easy access to account information
  • Recordkeeping
  • Personalized retirement readiness calculator
  • Automatic rebalancing
  • Planning for retirement income
  • Benchmarking of plan fees

Payroll Integration

You can be more efficient with your time and increase the accuracy of your retirement contributions, health benefits, and workers’ compensation by taking advantage of HKP’s comprehensive platform. Why micromanage multiple vendors for services that are interdependent? HKWorks combines additional services with your current payroll solution. (HKP website)

If you have your own payroll service, HKFS can integrate with most providers.