KPP Financial Launches Industry Leading 401(k) Solution
DANA POINT, Calif., Nov. 4, 2014 /PRNewswire/ -- KPP Financial (www.kppfinancial.com) a Registered Investment Advisor (RIA), has announced the launch of an innovative 401(k) product for small and midsize companies and non-profit organizations. The "401(k) Solution" will allow KPP to provide businesses with the same high level of investment advisory services its individual clients have enjoyed for decades.
Recent independent research has shown that actively managed investment accounts net of fees outperformed the do-it-yourselfers on average 3.32%. If continued over 20 years, that annual performance edge would boost retirement wealth by 92%.
"The tendency for individuals to chase performance in a retirement account by being aggressive when the market is doing well and more conservative when the market is down, leads to buying high and selling low, which has a detrimental impact on an individual's retirement timeline," said Steve Peasley, President of KPP.
The KPP 401(k) Solution uniquely addresses common challenges that have plagued the wealth management industry for decades. Among these key issues is a rudimentary one-size-fits-all investing model based solely on a person's age and other generic demographic information. Typically nothing about the individual investor's needs or goals are considered. There are also inevitable conflicts of interest suffered by larger brokerage firms due to generous commission packages and constrained investment choices. Additionally, participants are poorly educated about how to ultimately achieve retirement success.
KPP's 401(k) Solution solves these problems by:
- Creating custom investment models for plan participants using advanced technology and risk management tools, usually only accessible to high net worth private wealth clients
- Hosting a daily radio show called InvestTalk which offers a dynamic education experience that can be accessed for free on iTunes and www.investtalk.com
- And, maintain Independence from big brokerage houses, eliminating conflicts of interest and offering fiduciary protection
"KPP has always found unique ways to incorporate technology into educating and advising our clients," said Justin Klein, Managing Partner of KPP Financial. "With our 401(k) Solution, we have once again 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 defined benefit plan. This groundbreaking product will give any business confidence, knowing that they are getting access to the most advanced investment tools and seasoned management expertise."
More information on KPP Financial can be found at kppfinancial.com
Company Contact
Jason Von Sick
KPP Financial
800-557-5461
[email protected]
SOURCE KPP Financial
Related Links
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?

Newsrooms &
Influencers

Digital Media
Outlets

Journalists
Opted In
Share this article