The needs of your organization, your employees, and their families define our approach to crafting the ideal retirement plan. As advisors for businesses of varying sizes across virtually all sectors, we currently oversee more than $12 billion in plan assets, with more than 50,000 participants. Our process is based on four core principles: Risk Analysis, Investment Analysis, Fiduciary Compliance, and Education. Buttressed by these tenets, we work closely with your committee to develop a long-term strategy that improves the plan’s overall effectiveness while managing the liability of plan fiduciaries.

How We Help Clients

Whether you are converting your plan, changing service providers, updating your investment menu, or fine-tuning a plan that you love, Insgroup Financial’s service model encompasses these processes and many more. And with us at your side, you’ll have the peace of mind that comes from working with a plan advisor with wide-ranging regulatory, plan design, and investment expertise.

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BKS Financial Investments, LLC dba BKS Retirement Services and BKS Retirement Services dba Insgroup Financial is a Registered Investment Adviser. You should be aware that registration with the Securities Exchange Commission (SEC) or any state securities authority does not imply a certain level of skill or training. Additional information about the Adviser is available on the SEC’s website at

Client Advocacy

You face a variety of concerns with regards to your retirement plan. We work
with you to address any number of issues that may be on your mind. Driven by
robust technology, systems, and services, our advisors have a unique ability to
help create successful retirement plan outcomes for plan sponsors and participants alike.

fiduciary support
fiduciary support

Comprehensive and ongoing fiduciary guidance, training and support to meet your regulatory obligations.

innovative plan design
innovative plan design

Plan design assessments that strive to increase an employer’s benefits return on investment (ROI) while striving to enhance participant retirement outcomes

target date fund consulting
target date fund consulting

Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan

investment analysis
investment analysis

Proprietary fund ranking system that aims to select investment options that pass a strict set of criteria to meet fiduciary obligations

fee benchmarking
fee benchmarking

RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage

employee engagement
employee engagement

Highly customized plan participant content driving wider adoption, improving financial wellness and focusing on education

Our Expertise

  • Plan Design, Analysis & Benchmarking
  • ERISA & Fiduciary Compliance
  • Target Date Fund (“TDF”) Suitability
  • Investment Fund Analysis
  • Administration Services
  • Financial Wellness
  • Participant Communication & Education
  • 401(k), 403(b), Pension & Profit Sharing
  • Fiduciary Review & Protection
  • Legislative & Regulatory Updates
  • Plan Governance
  • Executive Benefits

Our Financial Wellness Program

Financial stress impacts individual health, quality of life, and productivity in the workplace.

Our Financial Wellness Programs use behavioral economics to engage participants, educate them, and get them to follow simple steps to reduce their debt, create budgets and begin to save more for retirement. We work with clients to measure the results of the programs and to help improve outcomes for the plan and for the participants.

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A Big Distraction

One in four workers reports that financial stress distracts them from work.1

Take Action

Employees recognize
the value of taking action. 53% of employees want access to debt elimination or consolidation tools.2

Broke is the New Normal

70% of Americans live paycheck to paycheck; 64% can’t cover a $1,000 emergency without borrowing.3

1 PwC Employee Wellness Survey, 2013 | 2 New Your Life Retirement Plan Services, 2014 Financial Stress Survey | 3 Ramsey Solutions SmartDollar Program

Food For Thought

  1. Where and when does your retirement committee meet?
  2. What open items are you aware of with your current retirement plan?
  3. How are you tracking retirement readiness?
  4. Why does your retirement plan matter to your organization?
  5. Who helps you with your retirement plan?

If you would like to schedule a conversation with
our team, please complete the form below.

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Learn More About Our Retirement Services

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