Avantax Retirement Plan Services
We understand the importance of maximizing retirement benefits and reducing tax liability. That’s why we’re dedicated to providing comprehensive retirement strategies that match the individual needs of each company and its employees. By providing custom quality plans and services supported by a tax-smart strategy, we can help clients achieve their retirement objectives.
Formerly HKFS Retirement Plan Services, we’ve recently joined forces with Avantax — The Financial Services Firm of Tax Professionals® — to provide even greater services, products, and support to our clients. With our shared philosophy on tax-smart financial planning and over 30 years of experience, we have the expertise to help you expand your current financial service offerings to your clients.
13,500 Plan Participants1
Avantax Retirement Plan Services division provides a variety of retirement solutions and strategies to help individuals meet their unique retirement goals and time horizons.
$1.2 Billion in AUM1
With over $1 billion in assets under management, this milestone comes after a record year of growth with a continued growth projection.
A Turnkey Retirement Plan
We handle everything from administrative services to employee training to maximizing fiduciary protection.
We provide small business retirement plans across the nation to Tax Professionals looking to offer comprehensive advice to their clients.
Unparalleled Training and Support
We provide proprietary training, support systems, and tools for employers and their employees — including enhanced programs for executive retention.
Avantax Retirement Plan Services, formerly HK Financial Services Retirement Plan Services, was created in 2010, after HK Financial
Services (HKFS) recognized the need for an in-house, turn-key retirement plansolution for business owner clients. Business owner clients were turning, and continue to turn, to their CPA for advice related to retirement plans and as the firms financial partner, it made sense to launch Retirement Plan Solutions. The idea to bring retirement plan services in-house allowed for retirement strategies to align with the long-term financial planning of the business owner. With our holistic view of financial planning, we focus on the primary goals of the business owner and help create a tailored retirement plan that helps maximize their contributions and tax deductions.
In 2020, HKFS and Retirement Plan Services was acquired by Blucora. In 2021, HKFS Retirement Plan Services rebranded to Avantax Retirement Plan Services and now serves CPA, Tax Professionals and business owners through Avantax Wealth Management and Avantax Planning Partners.
1 As of December 2020