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The elite way to run a top-performing retirement plan practice.

Scale your book. Not your workload.

One connected platform across every plan in your book. Your clients' records, paired with authoritative guidance from the Plan Sponsor Council of America (PSCA), in one intelligence layer. See what matters before anyone has to look.

Speak to partnerships See how it works
Across your book of 32 plans: 3 plans have Roth catch-up action pending for 2026. Cross-referenced against Q1 committee minutes.
  • Stanford Engineering: plan amendment not yet adopted
  • Ascot Textiles: payroll vendor update in test
  • Wheelwright Group: participant notices pending
Stanford Engineering
$180m · IPS v2.1
Action req'd
Ascot Textiles
$420m · IPS v3.0
Review due
Wheelwright Group
$1.1bn · IPS v4.2
Review due
Northmoor Corp
$3.4bn · IPS v1.8
On track

Advisors don't have a data problem. They have a capacity problem.

The Pain: Data scattered across plans, providers, and disconnected systems erodes your margins and caps how many clients you can confidently serve. Fiduciary exposure grows every time a deadline slips.

The Solution: Knowa organizes every plan's governance data and automates document tracking and deadline management across your entire book. And because it's built with PSCA, your advisors show up with both the plan's record and PSCA's authoritative guidance at every client meeting.

K Your book · 32 plans Live
TD Plan documents 32 versioned
IPS Investment principles 3 drift flags
M Minutes & decisions Q2 · current
AV Form 5500 filings 14 in cycle
CR 408(b)(2) disclosures 2 due
A Actions & CPD Tracked
600 hrs
per advisor, per year
At 30 plans, 3–5 hours of pack prep 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.

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 pack 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.

Designed for

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

Retirement Plan Consultants

Centralize governance across every client plan. Scale your practice without adding headcount. Deliver a more consistent, defensible service.

Service Providers

Move from reactive task management to proactive client oversight. Demonstrate fiduciary value at every touchpoint.

Recordkeepers

Give plan sponsors real-time visibility into compliance timelines, participant notices, and audit documentation. Without the back-and-forth.

HR & Benefits Teams

Give plan sponsors real-time visibility into compliance timelines, participant notices, and audit documentation. Without the back-and-forth.

Connected Governance · the intelligence

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

Knowa Q reads across every plan in your book and PSCA's authoritative guidance in one breath. Plan documents, IPSs, 408(b)(2) disclosures, committee minutes, Form 5500 filings, plus PSCA's guidance on 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? ⚡ Ask
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 · 28 Mar 2026

Connected Governance · live Modules

Not just documents. Connected Modules across your book.

The compliance calendar feeds Form 5500 deadlines. The action tracker flows from every committee minute. The training log cites the paper. The SECURE 2.0 tracker gates the agenda. Across every plan, so your advisors advise more and chase less.

RR
ERISA risk · per plan

Live fiduciary risk registers across every client plan. Scored, owned, reviewed on cycle. Feeds each plan's DOL audit evidence. Advisors see drift across the book in one view.

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. Every ERISA deadline tracked and surfaced, across every plan. Nothing missed.

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

ERISA 404(a), DOL audit, Form 5500, SECURE 2.0. Delivered consistently across every client.

The transformation

From reactive administration to intelligent governance.

What your advisors do by hand today; what Knowa does by default tomorrow.

WorkflowTodayWith Knowa
Committee prep & minutes 3–5 hours of manual assembly per plan per quarter → Generated 5× faster. Packs assembled from the record. Minutes drafted within the hour.
Fiduciary file upkeep Email folders, shared drives, manual logging → Self-maintaining vault. Deadlines automatically tracked. Versions controlled. Nothing lost.
Client onboarding Weeks of back-and-forth document collection → Plan live in days. Structured intake, automated collection, configurable roles.
Action tracking Spreadsheets, emails, personal memory → Created & tracked in minutes. Every action from every meeting, with owner, deadline, and audit trail.
Institutional memory Personal drives, individual recollection → Held in the system. Decisions, rationales, and votes one query away. For every plan, forever.
Cross-book compliance Ad-hoc consultant review each cycle → Automatic drift detection. The intelligence layer flags IPS, compliance, and policy changes across all plans.

The outcome

The advisor economics finally make sense.

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

Enterprise-grade security, 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 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.

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 →
On the horizon · Autonomous Governance

Your clients are asking about SECURE 2.0. Be ready.

Knowa powered by PSCA keeps your entire book current on the SECURE 2.0 provisions that matter: Roth catch-up requirements, automatic enrollment mandates, plan amendment deadlines. A new DOL guidance drafts the action across every client it touches. Your advisors sign off on judgment, not admin.

Your advisors should advise. Knowa does the rest.

See how top-tier US retirement plan advisors are using Knowa powered by PSCA to deliver consistent, defensible governance across every plan, and win new clients on the back of it.

Speak to partnerships →