K Plus, Inc. was established in 1993. We are proud of our history of excellent service. We welcome you to our website and we encourage you to contact us for more information. |
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September 18, 2008
One potential crisis was avoided when the implicit government backing of Fannie Mae and Freddie Mac became explicit in the form of a federal takeover. This has functioned like a levee, preventing financial woes from flooding into other sectors. The next major events on Wall Street had a greater effect on the stock market with the bankruptcy of Lehman Brothers, the takeover of Merrill Lynch, and the government loan to AIG. In one week the stock market underwent two of its worst days since 2001.
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June 24, 2008
Continuing credit market turmoil, a falling dollar and rising oil and food prices might lead one to believe that the U. S. economy is running on empty. The stock market, which had rallied in April and May, has been sliding backward in June. As of June 20, the S&P 500 was back to its March 31 level with a year-to-date loss of 9.4%.
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We are here to help with your 401(k), retirement planning and retirement investment needs.
| The K Plus difference is independence. Although we work with insurance companies, banks, brokerage firms, mutual funds and third party administrators, we represent you, not them.
The K Plus difference is customization. The newsletters, hypothetical investment charts and model portfolios we prepare are designed for you and the funds in your plan. They are not off-the-shelf.
The K Plus difference for individuals is affordability. We charge by the hour and not as a percentage of assets. This makes our services available to almost everyone. |
401(k) Fiduciary Services
- Provider Searches
- Fund Selection
- Investment Policy Statements
- Fund Performance Monitoring
401(k) Communication Services
- Investment Seminars
- 401(k) Coaching
- Model Portfolios
- Newsletters
Individual Services
- Goal Setting
- Asset Allocation
- Fund Selection
- Fund Performance Monitoring
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