Discovery & Analysis
Your plan sponsor will meet the RK team, discuss your plan needs and gather documents from you to get started.
Learn MoreYour plan sponsor will meet the RK team, discuss your plan needs and gather documents from you to get started.
Learn MoreWe'll present our proposal for services, discuss our fiduciary services, and review the investments and the retirement plan service calendar in detail.
Learn MoreWe'll meet to review and confirm the details and timelines for your plan, execute contracts and conduct further discovery.
Learn MoreWe'll review process documentation and the proposed timeline for implementing your plan, and we'll meet your employees.
Learn MoreWe'll implement the retirement plan service calendar, execute and implement committee charter and more.
Learn More