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For the People
Behind the Decision

One place to manage your 401(k) plan’s documents, meetings and follow-up.

Keep HR, your retirement plan committee and your advisor working from the same information. Find what you need, prepare for meetings and keep track of what happens next. Knowa, powered by PSCA.

Book a demo See how it works See pricing

Knowa Core

One governance record.

Knowa Core keeps your plan documents, meeting notes, discussions and decisions in one place. Connected modules help you manage follow-up tasks, deadlines and training.

Smart Vault.
Keep plan documents in one place.

Store plan documents, summary plan descriptions, investment policies, provider contracts and committee minutes. Find the current version, control who can see it and keep the history when team members change.

TD
Plan Documentv4.2
IPS
Investment Policy Statementv2.1
AV
Form 5500 · 2024Filed
CR
Adoption AgreementCurrent
Collaboration Space.
Keep your team and advisor in sync.

Share documents, ask questions and review decisions with HR, committee members and your advisor. Keep comments and approvals with the documents they relate to, so you can follow the conversation later.

Q2 fund lineup review Thread
S Sarah (Committee Chair)
Fund review attached. @Advisor please review before the meeting.
Vote · Approve Q2 lineup 5 / 5
Meeting Flow.
Prepare. Meet. Follow up.

Build the agenda and meeting materials from your plan records. Let committee members read and comment beforehand. Use Knowa Verse to draft minutes, review them with your team and assign the next steps.

1 · Prep → 2 · Meet → 3 · Follow up
Draft minutes · Q2 Investment Committee
Committee reviewed target-date funds and kept the current lineup. Three follow-up tasks assigned.

Extend Knowa Core

Connected modules.

Track plan risks, follow-up tasks, deadlines and committee training alongside your plan documents. Work with your advisor to decide what needs attention.

RR
Plan risk register

Record plan risks, assign someone to follow up and set a review date. Keep the supporting documents with each item so your committee can see what has been reviewed.

Plan feesReview due
Provider accessFollow up
AT
Action tracker

Give each follow-up task an owner and a due date. Check progress before the next meeting and keep the task connected to the decision that started it.

Review recordkeeping feesQ2
Owner: HR lead · 3 comments
CC
Compliance calendar

Keep the deadlines your team records in one calendar. Assign responsibility for reviews and filings, and check upcoming dates with your advisor.

Annual plan reviewScheduled
Owner: Benefits team · Q3
CP
Committee training

Keep a record of committee training, who attended and the materials they used. See what new members have completed and what they still need to cover.

Sarah (Committee Chair)18 hrs YTD
Sandy14 hrs YTD

Less time chasing paperwork. More time focused on your 401(k) plan.

Your 401(k) plan is one part of a busy HR role. Plan documents, fee disclosures and meeting notes shouldn’t be scattered across inboxes and shared folders.

Have what you need for the next committee meeting. Keep the documents you reviewed, the decisions you made and the follow-up tasks together, so your team and advisor can pick up where you left off.

A plan fiduciary holds an open record that becomes a path through working life and retirement.
1,000+
workspaces on the platform
From small-plan teams to large-company committees.
$300B+
assets under governance
Supporting teams responsible for employees’ retirement savings.
ISO
27001 certified · US-hosted infrastructure
Your plan records are hosted in the US, with encryption in transit and at rest.

Who it's for

Keep HR, your committee and your advisor on the same page.

HR & benefits teams

Find the right plan document, prepare meeting materials and follow up with your advisor from one place.

Plan sponsors

Keep track of plan reviews, decisions and the tasks assigned to your team and providers.

Committee members

Read the meeting materials, review summaries and check previous decisions before the next meeting.

Advisors & consultants

Share reports, answer questions and follow up on decisions using the same plan record as your client.

Knowa Q

Find answers in your plan’s records.

Ask a question in plain English. Find what your committee decided, which documents it reviewed and who was asked to follow up. Knowa Q points you to the source documents so you can check the details.

See related PSCA resources. Read plan-sponsor guidance alongside your own documents, with each source clearly labeled.

Your team stays in control. Review the source material and discuss questions with your advisor before acting on an answer.

Ask Knowa Knowa Q
What did we decide about recordkeeping fees? Knowa Q
From your plan's record The committee asked the advisor to compare the current fees with similar plans and bring the results to the next meeting.
Source Example plan record · Q2 committee minutes
Related PSCA resources Review PSCA resources on working with service providers alongside your plan’s fee disclosures and committee notes.
📚 Source PSCA plan sponsor resources

Keep track of decisions, deadlines and who’s doing what.

Security

Protect your plan documents. Control who can see them.

ISO 27001 certified infrastructure
US-based data hosting
Encrypted in storage and in transit
Access based on each person’s role
★★★★★
Financial Services · Large 401(k) plan

"It would be really horrible if we lost Knowa right now. I would dread doing 5500 reviews without it, especially when our auditors ask for documentation."

Head of HR
★★★★★
Technology · Mid-size 401(k) plan

"Being able to demonstrate prudent process to our auditors, with everything cited back to the minute it came from, has changed how our committee operates."

VP, Total Rewards

White-glove onboarding

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

We set up your workspace with you, help upload your first plan documents and walk your team through the basics. You can start working on day one, with a real person to help.

  1. Bring your plan documents

    Bring the documents for your next committee meeting and tell us which team members and advisors need access.

  2. We handle setup

    Your Knowa contact helps upload your documents and sets up access for HR, committee members and your advisor.

  3. Start using Knowa

    We show you how to find a document, start a discussion and assign a task. You can start preparing your next meeting that day.

Managing more than one plan? Start with one plan, then add the others with our help. We can bring over older records and train additional team members in stages.

Pricing

Straightforward pricing. Based on your plan size.

One annual price based on active participants, with unlimited committee members and all features included. PSCA members receive a 30% discount.

Under 750
Under 750 active participants
$2,000
per year
Book a demo
750 – 2,499
750 – 2,499 active participants
$2,800
per year
Book a demo
2,500 – 4,999
2,500 – 4,999 active participants
$4,400
per year
Book a demo
5,000 – 9,999
5,000 – 9,999 active participants
$6,200
per year
Book a demo
10,000 – 24,999
10,000 – 24,999 active participants
$10,000
per year
Book a demo
Over 25,000
25,000+ active participants
$15,000
per year
Book a demo
Planned · More help with follow-up

More support for routine plan tasks.

We’re developing tools to suggest follow-up tasks when guidance changes and draft updates for your team to review. These features are in development. Your team and advisor will continue to review changes and decide what to do.

Tell us which routine plan tasks take up the most time.

More help for your 401(k) plan

Find answers in your plan records

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

See how your documents are stored and how you control access.

Make your next 401(k) committee meeting easier.

See how Knowa helps your HR team organize plan documents, prepare the agenda and follow up on decisions.

Book a demo →