HKP works with our wealth management affiliate, HK Financial Services, Inc. (HKFS), for retirement planning services. HKFS is among the top 2% of private asset managers in the United States and has over $1 billion dollars in assets under management. 

We will help you design a retirement plan to accomplish your company’s and your employees’ goals. The highly experienced and credentialed team at HKFS adapts their retirement plan services to suit your company’s needs and preferences.

We will help you understand and fulfill your duties as Plan Fiduciary. One of HKFS’s greatest strengths is that they are not affiliated or associated with any one family of mutual funds. With the universe to choose from, HKFS can help you create a diverse fund menu for your employees.

HKFS brings to the table a complete bundle of financial services for HKP clients. Their comprehensive retirement plan package covers every aspect of your company plan, from plan design to investment management, from recordkeeping to compliance testing, from government reporting to participant education.

Of course, HKFS retirement plans will integrate seamlessly with HKWorks.