Secure & Empower Your Team’s Future with a 401(k) Plan Designed by Kanakaris & Associates
A Fiduciary Partner for Business Owners
You’ve grown your business. Now your business can help grow your people. At Kanakaris & Associates, we now bring the same rigorous, tax‑savvy, legacy‑oriented approach that we apply to individuals, to your company’s retirement plan: seamless, strategic, and built to serve you and your team members.
Why a 401(k) with Kanakaris & Associates?
- Full‑service 401(k) solution: We design, implement and manage a plan that aligns with your business goals and your team’s financial future.
- Integrated planning mindset: We don’t view your retirement plan in isolation. Your 401(k) is part of your larger tax, investment and legacy strategy—so we coordinate across all the moving parts.
- Fiduciary first: We act in your best interest, focusing on cost‑efficiency, investment oversight and compliance so you can focus on running your business.
- Expert tax & retirement alignment: With a strong tax‑strategy foundation in the firm, your 401(k) plan is built not just for growth, but for optimal tax benefits and long‑term clarity.
- Employee retention tool: Offering a well‑structured 401(k) plan signals that you invest in your people, promotes loyalty, and helps your team see a future with you.
Our Simplified 401(k) Process
- Discovery & Plan‑Design
We meet with you to understand your business, your team, your budget and your retirement goals. We then design a 401(k) plan structure that fits your unique situation. - Implementation & Education
We assist with all the logistics—provider selection, documentation, adoption agreements, and enrollment. We also educate your employees: how the plan works, how to get the most out of it, and why it matters to them. - Ongoing Oversight & Optimization
Once the plan is live, we monitor investment performance, costs, regulatory changes, and employee engagement. We adjust as needed to keep the plan running smoothly and efficiently.
What You & Your Team Members Gain
- For You (the business owner):
- Simpler administrative burden (we partner with you and your provider)
- Tax‑advantaged contributions for your business and yourself
- A retirement vehicle that aligns with your own long‑term wealth plan
- Competitive benefit to attract and retain top talent
- For Your Employees:
- A well‑structured retirement plan they can trust
- Education and guidance so they understand how to make it work for them
- Confidence that their employer cares about their financial futures
Ready to Get Started?
Let’s make sure your business is not just offering a plan, but offering a smart plan.
Schedule your complimentary business retirement consultation today. We’ll walk you through the options, look at costs, discuss provider choices, and show how a 401(k) can align with your company’s goals and legacy.
Call us at 678‑456‑5400 / info@kandawm.com
