the kaizen approach to retirement plans

At Kaizen Retirement Plan Consultants, we apply the principles of Kaizen in practical ways focusing on steady refinement, clear documentation, and meaningful support for both employers and employees.

Plan Oversight & Fee Benchmarking

“Let it flow”
We simplify plan oversight and provide benchmarking resources to help sponsors evaluate and manage costs effectively.

Participant Education

“Equip people”
We deliver clear, accessible education to help employees understand their benefits and make informed decisions.

Fiduciary Reviews

“Be transparent”
We document fiduciary processes in line with ERISA standards, giving plan sponsors clear records of due diligence and responsibilities.

Quarterly Meetings & Gemba

“Go to the source”
We hold regular sponsor meetings and employee sessions to gain real-time insight into plan participation and workplace needs.

Plan Design & Investment Menu

“Know your customer”
We align plan features and investment options with workforce demographics and organizational goals, moving beyond one-size-fits-all models.

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