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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.

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Pension Update

Sallie Olson, CPA, Director of Compliance and Consulting, recently wrote an article discussing changes made by

legislation. Read more here.

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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.

Office Relocation
11/10/2008
We're pleased to announce our Salem office is moving November 17, 2008.
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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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