The plan sponsor experience:

Kasina Award

Because every plan is different and requires a unique approach, we tailor each plan to the needs of the plan sponsor and the plan's participants.

That's why we've introduced the Lifetime Income Score. It helps you understand how much progress your employees have made toward their own personal monthly retirement income goal.

Our new plan sponsor website makes it easy for you to manage your plan.

The website makes it easier to manage your plan and fiduciary responsibilities, offering a comprehensive look at important plan information.

Features include:
  • Plan Analytics
  • Lifetime Income Score
  • Fiduciary Archive
  • Investment details on funds
  • Payroll Bridge
  • Participant Emulator
  • Alerts, forms, and transactions
Our new sponsor plan web site

The Putnam Lifetime Income Survey, with research methodology provided by the Putnam Institute, was conducted online by Brightwork Partners and completed in January 2013. The survey of 4,089 working adults age 18 to 65 was weighted to U.S. Census parameters for all working adults.

Kasina evaluated the participant websites of 15 record keepers using its proprietary methodology.

HelpNeed help?

Plan sponsors, advisors, and consultants
E-mail our 401(k) team or call 1-800-719-9914.
For plan participants
E-mail our participant help desk or log in to your account.