Clarity. Strategy. Confidence

At Kaizen Retirement Plan Consultants, we help businesses simplify their 401(k) plans and support employees in working toward retirement readiness. Our focus is on providing fiduciary-first guidance that reduces administrative burden for employers while delivering meaningful education and resources for participants.

We approach every plan with clarity and consistency streamlining responsibilities for plan sponsors and providing employees with resources they can understand and apply to their long-term goals.

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What Sets Us Apart

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 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.