Klein Decisions, Inc. has launched “K4 Plan Goals for Small
The small-business version
allows retirement plan advisers and providers to use most of K4 Plan Goals’
functionalities without requiring full data integration with
The new K4 Plan Goals
offering is designed for small-plan providers and advisers who use multiple
recordkeepers for their retirement plan business.
“We’ve had numerous requests for this,” said
Robert L. Padgette, CEO and founder of Klein Decisions. “Smaller adviser
firms and other service providers wanted a way to give their participants the
benefits of K4 Plan Goals without integration through a recordkeeping
More information is available at www.kleindecisions.com.