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Technology

Single sign-on (SSO) retirement plan access with KTBSonline* offers an enhanced employee experience by elevating the need for multiple passwords to access plan benefits. SSO provides quick and easy access to make allocation and deferral changes and view account balances. For the plan sponsor, this includes a fiduciary document repository, providing easy access to all of your plan documentation.

*Only available through select partners

Our Approach: The Four Pillars of Our Service Model

Investment Advisory & Plan Design Consulting Services

ERISA 3(21) or 3(38) Investment Fiduciary Services
Investment Due Diligence & Performance Reporting
Investment Policy Statement Preparation Assistance
Qualified Designated Investment Alternative (QDIA) Evaluation
Overall Plan Investment Structure Assessment
ERISA 404(c) Support
Plan Design Assistance

Compliance Assistance & Fiduciary Training Services

Retirement Plan Committee Creation & Structure Support
Coordination and Reconciliation of Participant Disclosures Under ERISA 404(a)
Development and Maintenance of the Plan Fiduciary Audit File
Retirement Plan Committee Online Fiduciary Vault
Coordination of Retirement Plan Committee Meetings
Retirement Plan Committee Meeting Minute Recordation and Maintenance
Identification of Plan Fees Under ERISA 408(b)2
Plan Benchmarking
Fiduciary Training

Administrative Support Services

Acts as Services Provider Liaison
Annual 5500 filing and Audit Support
Service Provider Contract Negotiation Support
Plan Search Support, RFP and Vendor Evaluation
Service Provider transition and Plan Conversion Services

Employee Engagement Services

Education Policy Creation Support
Annual Employee Enrollment and Re-enrollment Meetings
Employee One-on-One Meetings
Financial Wellness and Worksite Benefits
Group Employee Education Meetings
Employee Retirement Readiness Reviews

Our Approach: The Four Pillars of Our Service Model

Investment Advisory & Consulting Services

ERISA 3(21) or 3(38) Investment Fiduciary Services
Investment Due Diligence & Performance Report ing
Investment Policy Statement Preparation Assistance
Qualified Designated Investment Alternative (QDIA) Evaluation
Overall Plan Investment Structure Assessment
ERISA 404(c) Support
Plan Design Assistance

Compliance Assistance Services

Retirement Plan Committee Creation & Structure Support
Coordination and Reconciliation of Participant Disclosures Under ERISA 404(a)
Development and Maintenance of the Plan Fiduciary Audit File
Retirement Plan Commit tee Online Fiduciary Vault
Coordination of Retirement Plan Commit tee Meetings
Retirement Plan Commit tee Meeting Minute Recordation and Maintenance
Identification of Plan Fees Under ERISA 408(b)2
Plan Benchmarking
Fiduciary Training

Administrative Support Services

Acts as Services Provider Liaison
Annual 5500 filing and Audit Support
Service Provider Contract Negotiation Support
Plan Search Support, RFP and Vendor Evaluation
Service Provider transit ion and Plan Conversion Services

Employee Engagement Services

Education Policy Creation Support
Annual Employee Enrollment and Re-enrollment Meetings
Employee One-on-One Meetings
Financial Wellness and Worksite Benef its
Group Employee Education Meetings
Employee Retirement Readiness Reviews

Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advisory services offered through Global Retirement Partners, LLC dba Kelly Benefits Advisory, an SEC registered investment advisor and separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.