KPP Financial Unveils 401(k) Solution

With its new 401(k) Solution product, KPP Financial aims to provide small and mid-size companies and non-profit organizations with in-depth investment advisory services.

The KPP 401(k) Solution is built around the idea of solving many of the common challenges impacting retirement plan sponsors and participants, the firm says. The 401(k) Solution program moves beyond a one-size-fits-all investing model based solely on participants’ age and other generic demographic information. The program also seeks to eliminate constrained investment choices causing potential conflicts of interest, KPP says.

The 401(k) Solution product solves these problems by creating custom investment models for plan participants using advanced data technology and risk management tools, the firm explains. Education for plan sponsors and participants is provided through a daily radio show called InvestTalk, which can be accessed for free on iTunes and

KPP says its independence from major brokerage houses helps to eliminate any conflicts of interest and offers key fiduciary protections for plans using the KPP 401(k) Solution. 

“With our 401(k) Solution, we have harnessed technology to offer custom modeled portfolios for plan participants, and relieve business owners from the burden of having to oversee the investments that comprise their company’s [retirement] plan,” says Justin Klein, managing partner of KPP Financial.