One team for your plan and plan participants

Our Approach

Our goal is to provide a personalized experience for your employees. Our aim is to grasp the essence of your company's culture and the needs of your employees. Once we have a clear understanding of your company culture, we formulate a customized plan to assist you and your participants. This plan may entail assessing and bench marking your 401k, servicing your executives, or educating your ESOP participants and reviewing distribution options. We offer both in-person and online seminars. Our best clients elect to provide live one-on-one coaching for all employees with our financial wellness program. Once we understand your company’s needs, we become an extension of your HR team offering support and advice while enriching your corporate culture. As an experienced and dedicated team, we leverage the vast resources and strong financial backing of a powerful global leader to help support your organization. 

Retirement Consulting

Delivering our strengths

Coworkers around table in lobby

Retirement plan services

We focus on a collaborative approach that looks at all of the moving parts of your company retirement plan. This assessment helps us make more informed and tailored recommendations about streamlining design, provisions, budgets, regulatory compliance recordkeeping and, most important, retirement planning education for employees.

Equity Compensation

Financial Wellness

Workers sitting in office

Workplace Wealth

Coordinating with retirement plan sponsors, executive management, plan trustees, committees and external advisors, we can provide strategic guidance, education and investment oversight to support your regulatory governance. In addition, we develop financial wellness education for employees at all levels of your organization.

ESOP Distribution Service

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Man riding a skateboard

Are you ready for anything?

Business Owner in entryway

Advice for business owners & entrepreneurs

Businessman on phone in front of window

The good news is, you’re succeeding

Adult daughter with mother exercising

Legacy planning

Sitting on ledge outside store

Workplace Wealth Solutions

Creating a truly rewarding workplace

Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

Learn more about Kahner Segal Wealth Consulting Services

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

Kahner Segal Partners

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings