Workplace Retirement Plans
For your Workplace Retirement Plan needs, trust Kampstra Wealth Management.
For most Americans, their workplace retirement plan is the cornerstone of their retirement savings. At Kampstra Wealth Management we understand the critical role of a workplace plan in a person’s life, and we take pride in being good stewards of this benefit. Since the early 1970’s we’ve demonstrated that your workplace retirement plan is about more than just the investments, it’s about setting our clients up for financial success.
Kampstra Wealth Management monitors workplace plan Investment options and periodically reviews that process alongside the employer and their investment committee. We even have the ability to operate as the 3(38) Investment Fiduciary on behalf of an employer – taking the responsibility of selecting funds off of their shoulders. Employee Education matters! Recurring employee group meetings and one-on-one employee consultations gives us the opportunity to meet your employees where they are, answer their questions, and craft a clear plan for the future.
Talk with us about optimizing your workplace retirement plan.
Your Partner for Workplace Retirement Plan Solutions
Research shows that financial stress reduces productivity in the workplace and can have negative health repercussions, we want to engage with your staff to get out in front of these potential problems. Kampstra Wealth Management is here to provide Employer Education and Corporate Governance best practices to all of our clients. Creating investment committees, sharing retirement lawsuit case studies, and providing easy to digest modules on retirement plan law allows us to help our clients better capitalize on their role as a plan fiduciary.
We believe that it is important for employers to understand how their workplace retirement Plan’s Fees work. No retirement plan is “free,” and we will break down what the plan’s fees are, how they’re paid and who’s responsible for them, and review them regularly. Kampstra Wealth Management has an in-depth knowledge of Plan Design; being able to collaborate with employers by putting their goals into action. Every retirement plan has its own rules (within means of IRS guidelines), but this approach allows each employer to put their own special touch on the plan. Giving them the power to recruit, retain, and retire their employees.
Curious about how Kampstra Wealth Management can help you make the most of your workplace retirement plan? Contact us to receive a complimentary review!
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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.