Retirement Planning Services

We work with business owners and plan sponsors to design employer-sponsored retirement plans that meet company goals. 

 

retirement plan services

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
  • Westminster, MD

Who We Serve

  • Dentists & physicians
  • Agribusiness
  • Accountants & attorneys
  • Manufacturers
Kampstra Wealth Management

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.

Address

 37 S. 5th Street
Gettysburg, PA 17325

Phone (717) 334-0097
Fax (717) 334-9203 

Securities offered through Triad Advisors, LLC, Member FINRA / SIPC. Advisory services offered through Triad Hybrid Solutions, LLC, a registered investment advisor. Kampstra Wealth Management and Triad Advisors, LLC are not affiliated.