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Every Move Counts!

PK Financial Group Inc. offers comprehensive retirement planning services including one-on-one meetings, group seminars, account reviews, and top-level support for the Retirement Plan Committee. Our independent and unbiased education helps you achieve your retirement savings goals. Contact us for a fee-based arrangement and start maximizing your retirement savings today.

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Every Move Counts!

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  1. Every Move Counts! Next Generation Default Options for 403(b) Retirement Plans

  2. Franklin University

  3. Franklin University Randy Snyder, Vice President Financial Services University Enterprise 403(b) Governance Committee Co-Chair openclipart.org

  4. PK Financial Group Inc. • Pete Kaplan, President • Brian Petros, CEO • Consultant Agreement with TIAA • 21 Licensed Advisors and 3 Administrative Support Staff Members in Ohio • Part of a national network of 6000 licensed advisors throughout the United States known as SagePoint Financial, Inc. (part of the Advisor Group)

  5. PK Financial Group Inc. • PK Financial Group Inc. provides: • One-on-one meetings as needed • Group seminars and on-going educational activities • Account reviews as needed • Top Level support for the Retirement Plan Committee • An independent, unbiased education designed to help you realize your retirement savings goals. • We are compensated on a “fee-based” arrangement.

  6. Case Study: Franklin University Old Plan New Plan

  7. Five Custom Model Portfolios

  8. Custom Model Portfolio Participation 69% Participation 80% Participation

  9. Conservative Portfolio Benchmark Performance Benchmark: Morningstar Aggressive TRI Model 5-Aggressive

  10. Moderate Conservative Portfolio Benchmark Performance Model 5-Aggressive Benchmark: Morningstar Aggressive TRI

  11. Moderate Portfolio Benchmark Performance Model 5-Aggressive Benchmark: Morningstar Aggressive TRI

  12. Moderate Aggressive Portfolio Performance Benchmark Model 5-Aggressive Benchmark: Morningstar Aggressive TRI

  13. Aggressive Portfolio Benchmark Performance

  14. Implementing Best Practices

  15. Principals Randy Snyder | Vice President, Financial Services Franklin University Email: randy.snyder@franklin.edu Phone: 614-947-6024 Pete Kaplan | President PK Financial Group Inc. Email: pkaplan@pkfinancialgroup.com Phone: 216-393-8182 Fax: 330-405-5874 Brian Petros | CEO PK Financial Group Inc. Email: bpetros@pkfinancialgroup.com Phone: 216-393-8182 Fax: 330-405-5874

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