the kaizen approach to retirement plans
At Kaizen Retirement Plan Consultants, we apply a disciplined and structured approach to retirement plan management, centered on ongoing refinement, clear documentation, and consistent support for both employers and employees.
Our process is designed to support plan sponsors in meeting their fiduciary responsibilities while maintaining alignment across investments, plan design, and participant engagement.
Plan Oversight & Fee Benchmarking
“Let it flow”
We support plan sponsors in evaluating and monitoring plan costs through structured benchmarking and vendor analysis. This process is designed to provide visibility into plan expenses and support informed decision-making over time.
Participant Education
“Equip people”
We provide clear, accessible education to help employees understand their retirement plan benefits and make informed decisions. Education is delivered through a combination of ongoing resources, group sessions, and targeted communication.
Fiduciary Reviews
“Be transparent”
We document fiduciary processes in alignment with ERISA standards, providing plan sponsors with clear records of due diligence and supporting their oversight responsibilities.
Quarterly Meetings & Gemba
“Go to the source”
We hold regular sponsor meetings and employee sessions to review plan activity, address questions, and stay aligned with organizational needs and workforce trends.
Plan Design & Investment Menu
“Know your organization”
We work with plan sponsors to align plan features and investment options with workforce demographics and organizational goals, using a structured approach to evaluate available solutions.