Wealth Management
Non-Qualified Deferred Compensation Plans
Corporate Cash Management

Why The Kieckhefer Group?

The Kieckhefer Group is a leading retirement planning firm, providing sophisticated consulting services that create a strategic framework for retirement plans and plans that seek wealth accumulation. Through our innovative and non-proprietary solutions, we are positioned to help employers and employees address their needs.

Retirement Planning Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

Retirement Plan Design Assistance

As a part of the plan design process, we will help you: Balance your employee’s needs and your business objectives. Identify your business goals in order to recommend strategies and solutions. Assist with designing a plan that will help you attract and retain employees.

Investment Monitoring and Selection Help

Our organize-formalize-implement-monitor System helps you follow a fiduciary process that seeks to ensure that the investment options included in your company’s plan meet the criteria identified in your Investment Policy Statement.

Nonqualified Deferred Compensation

We are using Nonqualified Deferred Compensation (NQDC) plans to do the following: Reward and retain key executive with state of the art deferred compensation plans. Provide “golden handcuffs” for key executives so that they stay on the job.

Fee Disclosure and Benchmarking

The Kieckhefer Group can help you: Determine if your plan has competitive and reasonable fees. Benchmark fees relative to peer groups. Uncover hidden fees in your current plan Assist in fee negotiation.

Review and Reporting

As a fiduciary, it is your responsibility to know and understand how participants are utilizing the plan and how the investments are performing.

This is what we do.
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Working With Us

When working with us, you have access to an experienced, professional team that can help you create a strategic framework for retirement plans, and plans that seek wealth accumulation. Our service begins with listening to your goals and objectives in order to suggest programs to address both employer and employee needs and goals.

How We Help

The Kieckhefer Group provides independent financial consulting services to corporate, non-profit, and individual clients. Our team of advisors is committed to act in the best interest of our clients by conducting our business with integrity and holding ourselves to the highest fiduciary standards.

A Process, Not a Product

Implementing each of these factors is vital to a plan’s success. At The Kieckhefer Group, we understand that every client has different needs. Our structured approach is matched with a personal analysis of each factor to create the right plan for both the Plan Sponsor and Plan Participants.

Executive Benefits - NQDC Plans

Who might benefit from a nonqualified deferred compensation plan?

Company executives
Employees looking to contribute in excess of qualified plan limits

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Learn more about the Team.

Robert “Rob” Kieckhefer

Managing Partner, Retirement Plan Consultant

AIF®

Bio

Evan Salmela

Partner

CFA

Bio

Our Blog

Learn more about the financial industry.

Latest Blog Posts

10 steps to pick a target-date fund - USA TODAY

Dec 21, 2022 by The Kieckhefer Group

Robert Kieckhefer, a managing partner with the Kieckhefer Group in Mequon, Wis., suggested in a recent article in a trade publication that employers consider ...

https://www.usatoday.com/story

(presented here for your perusal...)

By Robert Powell - Special for USA TODAY

Key Points

Target-date funds...

Why Nonqualified Deferred Compensation?

Sep 15, 2022 by The Kieckhefer Group

Why Nonqualified Deferred Compensation?

There are a lot of reasons to set up a Nonqualified Deferred Compensation Plan and many of those reasons are becoming more compelling than ever.

Highly compensated employees are often in the highly compensated category for a short time period and with a short window to save before retirement
Taxes are going up for the highly compensated and taxes limit savings...

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

Sep 29, 2016 by The Kieckhefer Group

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business. You’re not solely defined by the question, “What do you do?” But, it doesn’t mean you should stop defining the answer for such an inquiry in your retirement era....

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Kieckhefer Group is a network associated with TD Ameritrade under Denali Wealth Management. A registered investment advisor. Member FINRA & SIPC.

The Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arkansas, California, Colorado, Connecticut, Florida, Illinois, Minnesota, New Mexico, North Carolina, Ohio, Rhode Island, Tennessee and Wisconsin.

Wealth Management Non-Qualified Deferred Compensation Plans Corporate Cash Management