Retirement Planning Services
We work with business owners and plan sponsors to design employer-sponsored retirement plans that meet company goals.
Kampstra Wealth Management has a specialized background in qualified retirement plans. We know the ins and outs of creating and managing a retirement plan and can develop a plan that will enable you to save money on your business taxes, retain quality employees and allow you and your employees to save for retirement. And we deliver high-quality participant and fiduciary education.
As independent advisors, we can build a strategy that fits your needs and recommend investment products and vendors that are most appropriate for your specific situation.
We have expertise working with 401(k) and Profit Sharing Plans, 457 Plans, municipal pension plans, cash balance plans, and SIMPLE and SEP IRAs.
Fiduciary Support
Ongoing fiduciary guidance, training, and support
Fee Benchmarking
Periodic fee benchmarking using an RFP driven process to ensure an apples-to-apples fee comparison
Investment Analysis
Use of sophisticated fund ranking system to manage risks and improve participant outcomes
Target Date Fund Consulting
Risk based process to identify a target date fund series that is a best-fit for your specific plan demographics
Plan Design
Assistance with plan design to benefit the employer and enhance participant outcomes
Employee Engagement
Customized plan participant content to help increase participants’ financial wellness
Talk with us about your company retirement plan
We have expertise working with 401(k) and Profit Sharing Plans, 457 Plans, municipal pension plans, cash balance pension plans, and SIMPLE and SEP IRAs.
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Learn More About Our Retirement Planning Services
At Kampstra Wealth Management, we understand you want what is best for your company and its employees. We bring a holistic, fully transparent approach to 401(k) plans, profit-sharing plans, 457 plans, municipal pension plans, cash balance plans, and more. A company retirement plan can be a significant factor for financial success for both the employer and employees. In today’s world, retaining, recruiting and rewarding employees is as difficult as ever and that’s where a workplace retirement plan can help. As fiduciaries, we design and execute individualized business retirement plans to help business owners and their employees enhance their outcomes and attain dignified retirements. We’ll provide the support you need to educate your employees on the value of your company retirement plan, including investment guidance, and we’ll focus on specific areas that will increase participation.
Kampstra Wealth Management serves as your primary point of contact, quarterbacking all aspects of your company retirement plan, giving you the freedom to focus on the management and growth of your business. We can assume fiduciary responsibility for plan investment selection and monitoring, reducing your liability, and keeping the interests of your retirement plan participants front-and-center. We know that managing a company retirement plan can be challenging and time consuming without the guidance of a professional business retirement planning firm. Kampstra Wealth Management in Gettysburg, PA, will deliver comprehensive retirement solutions that keep your company’s best interest in mind while ensuring your employees are satisfied with their plans.
Where We Serve
Kampstra Wealth Management has supported business owners and their employees for years. Our advisors are licensed in 24 states and we work with clients all over the country. Locally, our services reach clients all throughout Central PA and into Maryland, including:
- Harrisburg, PA
- York, PA
- Gettysburg, PA
- Carlisle, PA
- Chambersburg, PA
- Hanover, PA
- Shippensburg, PA
- Dillsburg, PA
- Hagerstown, MD
- Frederick, MD
- Emmitsburg, MD
- Thurmont, MD
- Taneytown, MD
- Westminster, MD
Who We Serve
- Dentists & physicians
- Agribusiness
- Accountants & attorneys
- Manufacturers
We’re established and active in our community.
The Central Pennsylvania region is our home too and we regularly participate in programs and projects to improve the overall quality of life.
Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.