Your employees deserve
a proven process.

phase 1 2 weeks

Discovery & Analysis

Your plan sponsor will meet the RK team, discuss your plan needs and gather documents from you to get started.

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phase 2 1-2 weeks


We'll present our proposal for services, discuss our fiduciary services, and review the investments and the retirement plan service calendar in detail.

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phase 3


We'll meet to review and confirm the details and timelines for your plan, execute contracts and conduct further discovery.

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phase 4 60-75 days


We'll review process documentation and the proposed timeline for implementing your plan, and we'll meet your employees.

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phase 5 Day 75 - Onward

Ongoing Services

We'll implement the retirement plan service calendar, execute and implement committee charter and more.

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