Complete Plan Resources & Fiduciary Support

KDV Retirement Solutions assists in maintaining compliance with the Department of Labor, Internal Revenue Service and other regulatory bodies.  As a registered investment advisor, we become a co-fiduciary on your retirement plan as it relates to the selection and monitoring of investments, while providing ERISA 404(a), 404(c) and other compliance-related services to mitigate your exposure to liability.

Our Fiduciary Fitness Program^TM  is an independent compliance tool to measure the health of your retirement plan, and the ability of the plan’s fiduciaries to operate in accordance with ERISA and the plan document.  Our program offers powerful resources to identify potential weaknesses in your plan and remedy through education, diligence and process.