Clarity. Strategy. Confidence

At Kaizen Retirement Plan Consultants, we help employers simplify the management of their 401(k) plans and support employees in understanding and utilizing their benefits. Our focus is on providing fiduciary-first guidance, along with investment recommendations, plan design support, and participant education.

We support plan sponsors in the ongoing administration and oversight of their retirement plans while providing employees with access to education and resources.

We approach every plan with clarity and consistency, supporting plan sponsors through structured processes and providing employees with resources designed to be clear and practical over time.

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

Investment consulting that emphasizes independence and objectivity

  1. Fiduciary-first guidance with a focus on ERISA standards

  2. Participant engagement resources that encourage involvement

  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 wide range of industries, from small professional firms to multi-location organizations. Whether you’re navigating a plan transition, preparing for a retirement plan audit, or evaluating new service approaches, our team provides guidance and resources to support your retirement plan needs.

Supporting Employee Engagement

We aim to provide more than standard 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 success.