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For the People
Behind the Decision

Start with Smart Vault and Knowa Pulse.

Organize each plan’s records and see your whole book of business. Deepen your service with connected modules, then bring meeting packs and collaboration spaces to your plan sponsor clients, with Knowa powered by PSCA.

Speak to partnerships Explore Vault & Knowa Pulse See pricing

Knowa Core

Knowa Core · Smart Vault & Knowa Pulse

One governance record.

Start with Smart Vault and Knowa Pulse: one organized record for each plan and a view across your whole book of business.

Smart Vault.

The record behind every client plan.

Bring each client’s plan document, IPS, fee disclosures and committee records into a secure, organized workspace. Find what you need before a client review and keep each plan’s information separate.

TD
Plan Documentv4.2
IPS
Investment Policy Statementv2.1
AV
Form 5500 · 2024Filed
CR
408(b)(2) DisclosureCurrent

Knowa Pulse.

Your whole book in view.

See plan status, filing information and review schedules across your clients. Identify what needs follow-up, focus your team’s attention and open the relevant plan record when you need the detail.

Your client plans

Wheelwright GroupAnnual review recorded
On track
Stanford EngineeringReview follow-up outstanding
Follow up
Ascot TextilesCommittee review to schedule
To schedule

Smart Vault holds the detail for each plan. Knowa Pulse helps your team see where to focus across the book.

Extend Knowa Core

More ways to support
every client plan.

Build on your Knowa Core record with connected modules to manage risks, follow up on commitments, organize deadlines and support committee training.

RR

ERISA risk · per plan

Help clients review plan risks with clear owners, review dates and supporting evidence. Keep the record of what was considered and what needs attention.

Stanford · ERISAHigh
Wheelwright · cyberMed
AT

Action tracker · book-wide

Track commitments across your client plans. Give each action an owner and a due date, so your team can follow through and show clients what has been completed.

42 actions open8 due this week
Across 12 plans
CR

Compliance calendar · book-wide

Keep the filing, notice and review dates your team records visible across plans. Use the calendar to prepare client conversations and coordinate the next steps.

Recorded review datesCurrent
Q2 deadlines: 4 plans
CP

Committee training · per plan

Keep a record of each committee member’s training and the material behind it. Help plan sponsors see what has been completed and plan the next session.

Book-wide · avg16.4 hrs
Plans below target2

Choose the modules that support your service. Each connects the work to the plan’s documents and evidence.

From your morning review
to your next client meeting.

Start in Knowa Pulse. See which client plans need attention, then open the Smart Vault for the documents behind the review.

Follow through with the right module. Review a risk, assign an action or check a recorded deadline. Keep the evidence with the work.

Bring the client into the conversation. Prepare the meeting pack and share it with the committee. Use the Collaboration Space for questions and follow-up between meetings.

An advisor oversees separate plan records, each held within its own distinct space.
600 hrs
per advisor, per year
At 30 plans, 3–5 hours of meeting preparation per plan per quarter adds up fast. Most of it is assembly and chasing, not advice.
14+
systems per consultant
Plan reviews in email folders, committee minutes on shared drives, CRM for the client log. No single view of what every plan needs right now.
Zero
book-wide visibility
Your CRM knows what was entered. It doesn't know what's drifted, what's overdue, what's been missed. Blind spots compound.

Designed for

A clearer view for your firm.
More support for your clients.

Firm leaders

Use Knowa Pulse to see recorded plan status and help your team focus on the clients that need attention.

Retirement plan advisors

Open the plan’s Smart Vault, prepare for reviews and use connected modules to deliver ongoing support.

Client service teams

Keep documents organized, follow up on actions and coordinate the dates your team records.

Your plan sponsor clients

Read the meeting pack, ask questions and work with your advisory team in a shared Collaboration Space.

Knowa Q

Put the plan’s knowledge
to work for your team.

Knowa Q connects each plan's documents, decisions and rationale with PSCA's plan-sponsor best-practice context. The two sources are clearly labeled. Your consultants ask one question. The platform answers against both, showing which parts come from each plan's record and which parts come from PSCA guidance.

PSCA's content provides industry context drawn from decades of plan-sponsor experience. It does not displace ERISA, the Internal Revenue Code, DOL or IRS guidance, the plan document, counsel, or the committee's own judgment. Plan record covers plan documents, IPSs, 408(b)(2) disclosures, committee minutes, Form 5500 filings. PSCA context covers plan design, SECURE 2.0, fiduciary benchmarks, and participant communications.

Ask a question. Get two cited answers. What your client's committee decided. What PSCA recommends. Side by side. Your advisors show up to every meeting briefed on both, across the whole book.

Ask Knowa Knowa Q
Which plans need Roth catch-up action and where are we? Knowa Q
From your book 3 plans have Roth catch-up action pending for 2026. Stanford Engineering (payroll readiness confirmed, materials due Q3), Ascot Textiles (committee vote due Q2), Wheelwright Group (not yet scheduled).
Source Book-wide scan · Mar 28, 2026

Keep the evidence for committee reviews and plan reporting connected.

Everyday work

Start with a clearer view.
Carry it into your client service.

From the plan record to the next committee conversation.

WorkflowCommon challengeWith Knowa
Plan recordsFiles spread across folders and inboxes→Smart Vault keeps each plan’s documents and versions in one organized record.
Across your bookChecking each plan separately to see what needs attention→Knowa Pulse brings plan status and review schedules into one view.
Ongoing serviceFollowing up through individual inboxes→Use connected modules to track actions, risks, recorded deadlines and training.
Committee prep & minutes 3–5 hours of manual assembly per plan per quarter → Generated 5× faster. Meeting materials assembled from the record. Minutes drafted within the hour.
Client collaborationQuestions and approvals scattered across email→Give plan sponsors a shared space to review documents, ask questions and record decisions.

The outcome

More time for your clients.

What changes when the platform does the assembling, tracking, and remembering, and your advisors do the advising.

2×
Plans per advisor
Scale the book without scaling headcount. Advisors carry twice the load and sleep better.
150+ hrs
Reclaimed, per advisor, per year
At 30 plans: advice time, not admin. The hours come back as margin, or as more clients served.
Day 1
Fiduciary file live
Every new client, from onboarding. No six-week cold start. The record starts the day you win them.

Security

Held securely. Read intelligently. Built for US retirement plans.

ISO 27001 certified infrastructure
US-based data hosting
Enterprise-grade encryption (TLS 1.3 + AES-256)
Role-based access controls

White-glove onboarding

Around 30 minutes to set up.
Operational on day one.

We help your team get its first plan running in Smart Vault and show you how to use Knowa Pulse. Your setup and walkthrough are supported by a real person, with a working plan space on day one.

  1. Choose your first plan

    Bring its key documents and tell us who on your advisory team needs access.

  2. We set it up with you

    We help organize the initial records in Smart Vault, configure access and walk you through Knowa Pulse.

  3. Build from there

    Choose the connected modules that support your work and introduce meeting packs and Collaboration Spaces to your plan sponsor clients.

Ready to bring across the rest of your book? We plan the remaining migration and training with you. Your team can start working while historical records move across in stages.

Pricing

Talk to us about pricing for your organisation.

Every deployment is scoped to your structure, user count, and integration needs. We'll walk you through the options and tailor a proposal to your board's requirements.

Contact us for pricing →
Planned · Automated governance workflows

Help with the follow-up work.

We are developing workflows to suggest tasks when guidance changes and prepare policy updates for review. Automated regulatory alerts, draft policy updates and cross-plan checks are planned, not available in the current platform. Your team continues to review guidance and decide what action to take.

Discuss planned features and availability with us before including them in your requirements.

Explore retirement plan governance

AI for your plan record

See how Knowa Q helps your team find answers and check the source.

401(k) committee meeting minutes

A practical guide to recording the discussion, decisions and next steps.

Security for retirement plan teams

Review hosting, access controls and the information available to your team.

Start with your plans.
Build more value for your clients.

See Smart Vault and Knowa Pulse first. Then explore how connected modules, meeting packs and Collaboration Spaces can support your firm and your plan sponsor clients.

Speak to partnerships →