Karp Capital Management helps companies deliver the highest quality retirement programs to their employees by providing services that save time, reduce exposure to fiduciary liability and address both Internal Revenue Service and Department of Labor compliance requirements of your retirement plan. Our plan sponsor services focus on coordinating all of the components, through a “best practices” approach, to create and maintain a successful Company retirement program.

Finding the Right Provider

Our plan provider review process enables companies to eliminate the frustration of evaluating and selecting a 401(k) provider. We coordinate the process.

Investment Due Diligence

We work with your retirement planning committee to develop an investment strategy, which is updated regularly.

Plan Providers

We have strategic relationships with the most competitive and well respected financial service providers in the 401(k) industry.

Targeted Communication

In today's world of investing, Plan Trustees must become much more proactive in providing timely investment education to their employees.

Plan Design and Compliance

We will review the design and operational features of your company’s plan and provide solutions. As change is constant, it is critical that the legal, compliance and design aspects of a plan are current.

Communication and Education

We understand that communication is critical to the success of a company’s retirement plan so we provide employees with the information and control they need to achieve their long term financial goals for retirement.