Talk to Your Clients About Their 401(k) Plans
There has never been a better time to talk with your business owner clients about their 401(k) plans. According to a 2017 study from Fidelity, nearly 40% of retirement plan sponsors are actively looking to make a change to their corporate retirement plan (that’s up from just 9% in 2013).
The top reason for wanting to make a change was a concern about personal liability. Given the numerous headlines regarding 401(k) plan lawsuits, it’s not surprising that business owners want to reduce their fiduciary responsibility.
Investment offering is another top cause of dissatisfaction with current plans. According to a recent study from Christian Investment Forum, nearly 80% of Christian investors have expressed interest in investing in faith-based funds, but until now there have been essentially no options to do that in what is most people’s largest account – their 401(k) plans.
The Kingdom(k)™ plan addresses these issues. It provides fiduciary protection from liability, custom plan design, employee financial education, and Biblically Responsible Investment options. Despite the broad scope of this offering, it is a turnkey solution that allows you to add value to clients without adding complexity for you.
Kingdom(k)™ Tools & Resources
Just submit the request below to gain access to more detailed information pertaining to the Kingdom(k)™ plan including a fact sheet, a list of participant-directed funds, and a sample investment policy statement.
Additionally, we have information pertaining to the online account portal and dashboard as well as the personalized website for participants.
Kingdom(k)™ Overview Video
Watch this 2-minute video for a short overview of how the Kingdom(k)™ can help you serve your clients:
Request a Complimentary Side-by-Side Analysis
Just provide us with your contact information below and we’ll follow up with you to help you better understand how your current 401(k) plan compares to the Kingdom(k)™.