Ekon Benefits

Firm Profile

FIRM PROFILE 

Founded in St. Louis, Missouri in 1981, Ekon Benefits has been specializing in the administration and consulting of employersponsored retirement plans for over 35 years. We pride ourselves on providing comprehensive retirement services that are customized to the needs of each client and participant group. Please visit www.EkonBenefits.com to learn more.

KEY CONTACTS
Sales & Service:
Keith Kowalczyk, 314.367.2823, keith.
kowalczyk@ekonbenefits.com

Genelle Brakefield, 314.367.0050, genelle.
brakefield@ekonbenefits.com

WEBSITE EkonBenefits.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million),
Mid ($10-$100 million)

# OF PLANS/PARTICIPANTS
SERVED BY TYPE
As of 06/30/16
401(k): 204/8,700
403(b): 6/950
Money Purchase: 10/2,670
457: 6/700
NQDC: 6/100
Defined Benefit: 74/15,000
Cash Balance: 8/75
Other: 44/2,260

PLANS BY CHANNEL
Proprietary – Ekonnect

ASSET ALLOCATION FUNDS
Ekon provides a complete open architecture
platform through a direct trading agreement with
the NSCC.

ADVISOR SUPPORT SERVICES
Compliance support, plan benchmarking, targetdate
evaluation tools, training for DC plan sales/
service, investment committee meetings

PARTICIPANT SUPPORT SERVICES
Retirement Income Estimates/Projections, In- Plan Lifetime Income Options, Rollover Services, Smartphone Access to Balances, Smartphone Transaction Access for Participants, MyEkon Participant Account Access with Guidance Plus, Dedicated Plan Specialist – single point of contact, Ekon Benefits’ LinkedIn page.

PLAN SPONSOR SUPPORT SERVICES
Comprehensive Plan Administration & Compliance, Preparation & Filing of Plan’s Form 5500, Annual Compliance Testing, Company & Employee Meetings, Maintenance of Employee Accounts, Dedicated Plan Specialist – single point of contact, recently enhanced Sponsor Online Account Access