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SERVICES


401(K) RETIREMENT PLAN FIDUCIARY


Someone's sitting in the shade today because someone planted a tree a long time ago.

— Warren Buffett 


As an entrepreneur and business executive himself, Key Wealth Partners President and CEO David Niggel personally understands the benefits and challenges of corporate retirement plans.

We’re proud to help businesses manage every aspect of their 401(k) and pension plans, including:

  • Plan selection and design consulting
  • Creation of a customized Investment Policy Statement (IPS) to guide selection, monitoring and replacement of investment options within the plan
  • Employee education and training
  • Fiduciary obligations

We also provide benchmark comparisons of fees and services to ensure that our clients are receiving the best possible value. Strong employee benefits can help to make a company stronger and more successful. We make providing them simple and pain-free.

THE NEW EVOLUTION IN 401(K) AND 403(B) DEFINED CONTRIBUTION PLANS

Key Wealth Partners, LLC is founded on fee-only, fiduciary advice, to serve clients’ highest interests. If anything, the need for fiduciary levels of care is even greater for your company’s 401(k) or 403(b) defined contribution plan. So why is that care so hard to find?

Key Wealth is proud to be among a select handful of advisors across the country who have assumed a higher level of duty than is commonly available. ERISA recommends that plan sponsors use 3(38) fiduciaries to provide retirement plan investment options. Key Wealth moves beyond ERISA by additionally accepting the role of 3(21) fiduciary, sharing in responsibility along with our carefully selected 3(38) fiduciary alliances.

Nobody can eliminate all of your fiduciary obligation as a plan sponsor. You must still demonstrate that you have conducted appropriate due diligence in your decision-making. As you search for defined contribution plan solutions, we encourage you to seek this highest level of care. Your employees’ retirement savings deserve it.