Keith Schwenn

Keith has more than nine years of experience in the retirement plan industry. He specializes in overseeing the operation of retirement plans and assisting plan fiduciaries with their responsibilities, including preparing participants for retirement. He’s attained the Qualified Plan Financial Consultant (QPFC) designation.

Our team takes a different approach to 401(k) because we look after you and your employees—giving you time to focus on your business. With our one-team, one-company style, we’ll take the time to get to know your business and help you create a plan that suits your unique needs. We’ll help you through your fiduciary responsibilities and provide retirement saving tools and investment advice to your employees from our experienced 401(k) specialists.