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Welcome

Welcome to the new AKT Retirement Plan Services web site. Existing customers can access their 401k by clicking this link.
 

Pension Update

Sallie Olson, CPA, Director of Compliance and Consulting, recently wrote an article discussing changes made by
legislation.  Read more here.
Compliance

Annually, we test plans for regulatory compliance and report to the Department of Labor and Internal Revenue Service for the Plan Sponsor.

Daily Recordkeeping

Recordkeeping services are provided in conjunction with the daily valuation of participants' accounts.

AKT: 100 Fastest Growing Private Companies
9/4/2007
The Portland Business Journal recognized AKT among the 100 Fastest Growing Private Companies in its June 2007 edition.
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Oregon financial services firm merges with San Diego company
9/4/2007
Oregon-based AKT merges with San Diego company, enhancing its industry-focused business model and growing its reach
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