401(k) is a shared responsibility.

Our solution enables that process.

Retirement Plan Management Software Solution

Comprehensive

Standard of (k)are™ combines retirement plan management and fiduciary risk management services in one cohesive offering, advancing fiduciary services and participant assistance.

Efficient

By standardizing the retirement planning process, advisors are able to use a 401(k) management program that brings immediate efficiencies and value add to plan sponsors and participants.

Accessible

The cloud-based technology platform enables 401(k) advisors to easily access the retirement plan management software and provide on-site consulting services in a secure environment.

Standard of (k)are™ defines a standardized process around retirement readiness and fiduciary risk management giving you the power to really make a difference. Find out how our solution is right for you.

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SOK™ Solution

SOK™ Services Provides Retirement Readiness
Tracking to Help Fiduciaries Build a Better Plan.

  • Retirement Readiness of Participants
  • Fiduciary Liability Reduction
  • Plan Investment Tracking
  • Plan Design Summary
  • Fiduciary Document Management
  • Investment Committee Workflow
  • Plan Activity Documentation
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