Retirement Plan Management Software Solution


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


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.


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.

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