Van Nuys, CA – JKR & Company, a financial services firm based in Van Nuys, CA, is helping business owners and plan sponsors navigate the responsibilities involved in establishing and managing employer-sponsored retirement plans.
For many business owners, offering a retirement plan such as a 401(k) can be an important benefit for attracting and retaining employees. However, sponsoring a retirement plan also comes with important responsibilities, including selecting appropriate investment options, monitoring plan performance, evaluating fees and providing employees with access to a retirement program that is properly managed.
JKR & Company provides retirement plan advisory services designed to help business owners and plan sponsors better understand these responsibilities and make informed decisions regarding their company’s retirement plan.
Jamie Ellis, President of JKR & Company, stated, “Business owners have many responsibilities when it comes to running their companies, and managing a retirement plan can be complicated. We work with plan sponsors to help them understand their responsibilities and provide guidance designed to help them make informed decisions about their retirement plans.”
“Business owners should not assume that once a retirement plan is established, their responsibilities are finished,” said Ellis. “Plans should be reviewed on an ongoing basis. We help business owners understand what they should be looking at and provide ongoing guidance as they evaluate their retirement plan.”
JKR & Company can assist plan sponsors with investment selection, portfolio management and ongoing retirement plan advisory services. For business owners considering establishing a retirement plan, JKR & Company can also provide guidance regarding available retirement plan options and help them evaluate potential strategies for their company.
JKR & Company has been providing financial services since 1979. The firm was founded by J. Kemp Richards, who continues to serve as an advisor to the company. Richards began working in the investment business in 1969 and graduated from the USC with a B.S. in Finance in 1968.
Current company President Jamie Ellis has been a financial advisor with JKR for 27 years, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience.
JKR & Company provides discretionary portfolio management, financial planning and retirement plan advisory services to individuals, high net worth clients and plan sponsors. The firm serves clients throughout the United States and provides customized investment recommendations based on individual risk tolerance and investment time horizons.
For more information about retirement plan advisory services from JKR & Company, call (818) 781-7721 or visit JKR & Company.
JKR & Company
7145 Woodley Avenue
Van Nuys, CA 91406
Voice: (818) 781-7721
Fax: (818) 787-2232
Email: info@JKRCo.com
JKR & Company is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by the SEC. This material is for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy.