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401(k) is a shared responsibility.

Our solution is your fiduciary 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

The SOK™ Solution provides retirement plan management software that streamlines the process by evaluating a participant’s retirement readiness and helps fiduciaries build a better plan.

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.

Mission

To facilitate fiduciary standard of (k)are™ for retirement plan advisors, employers, and employees.

SOK™ Solution

By using the readiness calculator, participants can see what age retirement funds will run out based off of their current information and how making certain adjustments can extend retirement funds.

Participants can access further education and obtain guidance on how to meet their retirement financial goals, including creating contribution goals.

Part of the SOK™ Solution is providing advisors and participants with the necessary tools and data to make informed decisions. The SOK™ software displays data so participants can refer back to see their progress.

SOK™ SERVICES PROVIDE RETIREMENT READINESS TRACKING TO HELP FIDUCIARIES BUILD BETTER PLANS

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Our innovative technology utilizes each participant’s risk profile, our one-of-a-kind readiness calculator, and target date strategy to determine the steps needed to achieve financial goals.

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SOK™ advisors have access to continuing education, plan investment tracking, fiduciary document management, and more. Take your participants to the next level!

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Through our standardized retirement planning process, SOK™ advisors are able to provide consistency and scalability for plan participants and to reduce fiduciary liability.

As seen on NAPA Black Book

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