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Retirement Plans Services

Working closely with client's senior management and human resources teams, we offer plan design, funding alternatives and administrative services in reviewing and selecting 401(k), 403(b), SEP and SIMPLE plans as well as defined benefit pension and profit sharing plans. Profitable privately held companies can use these strategies to help build retirement accounts and defer taxes.

Target Date Fund Suitability Reviews: As much of the defined contribution assets go into Target Date Funds, retirement plan sponsors may have fiduciary exposure. We perform target date suitability reviews to help plan sponsors match this important asset group to the needs of the employees.

Non-Qualified Compensation Plans: Our financial professionals can offer customized individual programs for senior management and selected employees with carefully developed plan designs and funding alternatives to meet clients' needs.


Our client focus, intellectual capital and effective execution enables us to provide appropriate advice and service.

Andrew D. Cohn, AIF®
Director, Corporate Relations 
fax: 847-572-0500
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc., or Schemata, LLC. is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice and are not Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 737-443-2582.

This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.

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