Retirement Plan Consulting

We are benefit consultants. We are investment advisors. Our retirement consulting team brings the strength and perspective of both disciplines to the table, to help find appropriate solutions for your business and your employees.

We start with a design that is in line with your needs while providing fiduciary guidance and oversight. We continue with customized communication, education and advice to all your employees, for both qualified and nonqualified retirement plans.

We provide:

  • plan design consulting
  • vendor search and management
  • fiduciary management and guidance
  • investment advisory
  • communication, education, and advice for each participant

We want to make sure that you and your employees are making informed choices to safeguard your future.

Your advocate.

That means we serve you, not an individual insurance carrier or fund family.

As independent benefit advisors, the professionals at KNW can survey the market to find the benefits and financial solutions that are appropriate for you and your employees. We listen to what you need. We talk you through your options. And when you‘ve made your choice, we create and launch a customized plan.

Then we evaluate your plan and our service, regularly, to make sure both continue to meet your changing needs.

4350 Baker Road Suite 250 , Minnetonka, MN55343
Phone: 952.593.0265 Email:

Woodbury Office, 2165 Woodlane Drive, Suite 100, Woodbury, MN 55125
Plymouth Office: 605 Hwy 169 North, Suite 200, Plymouth, MN 55441

Securities and Investment Advisory Services offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The KNW Group is affiliated with Kestra IS and Kestra AS. Neither Kestra IS nor its affiliates provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 512-697-6000.