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For the People
Behind the Decision

Knowa, powered by PSCA. The AI-powered board platform for retirement plan advisors and the plans they serve.

Every plan you advise carries a promise to participants not in the room. Knowa keeps the evidence, history and collective knowledge behind it in reach, across your whole book.

Speak to partnerships See how it works See pricing

Available now · the core platform

Three parts. One system of record.

Each piece stands alone. Together they change the economics of running a retirement plan practice.

Smart Vault.
One home per plan.

Keep every client's Plan Document, SPD, IPS, 408(b)(2) disclosures, adoption agreement, Form 5500, and committee minutes current. Automated tracking of obligations, deadlines, and annual review cycles. Audit-ready, per client, at a glance.

TD
Plan Documentv4.2
IPS
Investment Policy Statementv2.1
AV
Form 5500 · 2024Filed
CR
408(b)(2) DisclosureCurrent
Collaboration Space.
The work between meetings.

Every discussion, vote, and decision threaded to the paper or policy it relates to. Committee members @mention, debate, and sign off between meetings. The discussion becomes the record.

Ascot Textiles · Q2 committee Thread
C Lead Advisor
Draft paper attached. @Committee thoughts before we vote?
Vote · Approve Q2 lineup 5 / 5
Meeting Flow.
Pack → capture → minutes.

Assemble the committee meeting materials from the Smart Vault. Committee members read and annotate before the meeting. Knowa Verse captures the discussion. Minutes draft in the hour, with actions already in the tracker.

1 · Pack → 2 · Verse → 3 · Minutes
Draft minutes · Q2 Investment Committee
Committee approved fund lineup. 3 actions logged across 2 plans.

One method across the whole book. Each plan's record its own.

Thirty plans mean thirty records, scattered across providers, drives and inboxes. Exposure grows every time a deadline slips.

Knowa holds every plan separate and every plan searchable. Deadlines tracked across the book. The plan's record and PSCA best practice at every client meeting.

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

Built for firms that need visibility and control across multiple retirement plans.

Retirement Plan Consultants

Governance centralized across every client plan. A consistent, defensible service at scale.

Service Providers

One method across every plan. Fiduciary value demonstrated at every touchpoint.

Recordkeepers

Plan sponsors see compliance timelines, participant notices and audit documentation in real time.

HR & Benefits Teams

One place for plan documents, decisions and 5500 evidence. Without the back-and-forth.

Available now · Knowa Q

When the record is connected, one question finds it all.

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

Available now · connected modules

Not just documents. Connected Modules across your book.

Keep the deadlines, actions and training records your team maintains together across client plans. Review requirements with the people responsible for each plan.

RR
ERISA risk · per plan

Keep risk assessments, owners and review dates for each client plan. Advisors can review the recorded status across their plans.

Stanford · ERISAHigh
Wheelwright · cyberMed
AT
Action tracker · book-wide

Every action from every committee meeting on every plan, with owner, deadline, and audit trail. Your advisors see their full load in one list.

42 actions open8 due this week
Across 12 plans
CR
Compliance calendar · book-wide

Form 5500 filings, 408(b)(2) disclosures, SECURE 2.0 deadlines, participant notices. Keep the deadlines your team records visible across plans. Review the calendar with your advisors.

Standing declarationsCurrent
Q2 deadlines: 4 plans
CP
Committee training · per plan

Training tracked per committee member, per plan, cited to the paper or session it came from. When the DOL asks how your clients' committees are educated, the evidence is already there.

Book-wide · avg16.4 hrs
Plans below target2
KP
Knowa Pulse · book view

See plan status, Form 5500 filings, and review schedules across every client in your book, at a glance. The view a managing partner has never had before.

Wheelwright GroupOn track
Stanford Eng.Action req'd

Keep the evidence for committee reviews and plan reporting connected.

Available now · everyday work

Bring your client work into one place.

A practical way to prepare, keep records and follow up.

WorkflowCommon challengeWith Knowa
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.
Record keepingFiles and discussion in different places→Keep documents, versions and related discussion together.
Client onboardingCollecting information through email→Bring documents into a separate workspace with access set for the client team.
Action trackingFollowing up through individual inboxes→Record actions with owners and due dates, then review progress.
Client historyRelying on individual recollection→Ask Knowa Q about the record and check its cited sources.

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

What happens next

Three steps to transform how your firm runs.

Pilot quickly. Prove the economics. Roll out firm-wide. No multi-year transformation program.

01
Pilot setup
We onboard 20–30 plans onto the full Knowa platform (Smart Vault, Knowa Pulse, Knowa Q, Knowa Verse, Action Tracker) within two months. Your advisors use it on live work.
02
Workflow review
We review how your advisors actually work, agree on the final configuration, and tune the intelligence layer to flag what matters to your firm, not ours.
03
Full rollout
Knowa runs the whole book. Advisors serve more clients, with more confidence, and less admin. Dedicated support from our team throughout.

White-glove onboarding

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

We handle setup with you, help bring across your documents and show your team how to get started. You have a working space on day one, with a real person supporting you.

  1. You bring the essentials

    Tell us who needs access, their roles and what you want to work on first. Bring the documents for your next meeting or review.

  2. We get you set up

    Your Knowa contact sets up your space with you, helps import the initial documents and configures permissions for your team.

  3. Your team gets to work

    A short walkthrough covers finding documents, sharing a discussion and recording an action. You can start preparing your first meeting that day.

Several plans or an advisory firm? Start with your first working space, then roll out the remaining plans with a managed migration and training plan. Historic records can move across in stages while your team is already using Knowa.

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.

Govern in full, across every plan.

See how advisors hold every plan's record separately, and reach all of them at once.

Speak to partnerships →