Clarity. Strategy. Confidence

At Kaizen Retirement Plan Consultants, we work with employers to simplify the management of their 401(k) plans while helping employees better understand and use their benefits. Our focus is on providing fiduciary guidance grounded in ERISA standards, along with investment oversight, plan design support, and participant education.

We support plan sponsors in the ongoing administration and oversight of their retirement plans while coordinating with service providers to help keep plan operations aligned and efficient.

We approach every plan with clarity and consistency, using structured processes and practical resources designed to support both employers and employees over time.

Schedule a Plan Review
Schedule a Plan Review
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Our fiduciary-focused approach

Investment consulting centered on independence, objectivity, and alignment with ERISA standards.

  1. Fiduciary guidance aligned with ERISA standards and plan governance best practices

  2. Participant engagement resources designed to encourage involvement and understanding

  3. Support with vendor evaluation and plan cost benchmarking

  4. Ongoing education and resources for internal teams

Who we serve

We work with businesses across a range of industries, from small professional firms to multi-location organizations. Whether navigating a plan transition, preparing for a retirement plan audit, or evaluating service providers, we provide guidance and resources to support your plan’s needs.

Supporting Employee Engagement

We aim to provide employee education and support that extends beyond basic enrollment materials. Our approach includes accessible education, responsive support, and plan design guidance intended to help employees understand and use their benefits.

Our goal is to encourage participation and informed decision-making so both employers and employees can stay focused on long-term financial outcomes.