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Connecting tax advice to wealth management

A holistic approach to retirement planning.

Plan Administration

The HKFS Retirement solution allows plan sponsors to focus on running their business, while we manage daily administration. We handle all aspects of administration including:

  • Employee enrollment
  • Payroll contribution monitoring
  • Loan administration
  • Withdrawal processing
  • Employee eligibility
  • Tax reporting
  • Vesting calculations
  • QDRO validation
  • Daily account valuation
  • Match and profit sharing calculations
  • Customized requests
  • And much more….

 

Our clients are supported every step of the way by a team of dedicated experts with retirement plan services experience. We provide consulting for all aspects of retirement plan administration and our clients enjoy expertise from onboarding specialists, relationship managers, investment professionals and compliance experts.