KDV Retirement Solutions

KDV Retirement Solutions is a full service retirement plan consulting firm.  Our services include: plan design consulting, comprehensive benchmarking on service, fees & investments, independent investment due diligence & analysis, individualized participant education & communication as well as complete plan resources & fiduciary support. 

The KDV Retirement Solutions business model is fundamentally different than traditional 401(k) plan consulting firms and from large national CPA firms.  Briefly our points of difference include:

1.      No Conflicts of Interest – A comprehensively independent business model.

2.      Open Access to Funds – Over 60 different vendor relationships and access to over 20,000 investment options.

3.      Commitment to Reduce Fiduciary Risk – Our job is to assess trustee risk, make recommendations and then assist in implementing strategies to minimize such risk.

4.      100% Focus on 401(k) and Other Retirement Solutions – No competing products to sell; so we are focused on what we do well.

5.      Do the Things That Matter Most – Making a difference for 401(k) plan sponsors and participants requires hard work, attention to detail and much perseverance; our team gets this.

Our advisors have over four decades of combined experience partnering with companies to provide solutions for their retirement plan needs.  They are seasoned and gained their experience at large national providers of retirement solutions.   They bring FINRA Securities Registrations: Series 6, 63, 7 and 24 and CPA certification.  They bring “straight talk” and “practical implementation strategies” that make a difference for our clients.  At the highest level, their goal is to create an experience for our clients such that those clients will refer KDV to others.

For more information, contact Cami Peterson or Gary Voggesser to discuss your retirement plan.

Investment Advisory Services Offered Through KDV Wealth Management, LLC. a SEC Registered Investment Advisor. Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC

130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201

KDV Wealth Management, LLC is a separate entity from ValMark Securities, Inc. and

ValMark Advisers, Inc.