The elite way to run a top-performing retirement plan practice.
The elite way to run a top-performing retirement plan practice.
The elite way to run a top-performing retirement plan practice.
The elite way to run a top-performing retirement plan practice.
Scale your book. Not your workload.
Scale your book. Not your workload.
Scale your book. Not your workload.
Scale your book. Not your workload.
Knowa powered by PSCA gives retirement plan advisors a single platform to manage governance,
compliance, and client delivery across every plan in their book.
Knowa powered by PSCA gives retirement plan advisors a single platform
to manage governance, compliance, and client delivery across every plan
in their book.
Knowa powered by PSCA gives retirement plan advisors a single platform to manage
governance, compliance, and client delivery across every plan in their book.
Knowa powered by PSCA gives retirement plan advisors a single platform to manage governance,
compliance, and client delivery across every plan in their book.
Knowa powered by PSCA gives retirement plan advisors a single platform to manage governance,
compliance, and client delivery across every plan in their book.
Advisors don’t have a data problem. They have a capacity problem.
Advisors don’t have a data problem. They have a capacity problem.
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 through the cracks.
The Solution: Knowa organizes every plan’s governance data and automates document tracking and deadline management across your entire book: so you spend less time on administration and more time serving your clients.
Built with the authority of PSCA - Governance shaped by the organization setting the standard.
Built with the authority of PSCA - Governance shaped by the organization setting the standard.
Built with the authority of PSCA - Governance shaped by the organization setting the standard.
Knowa Pulse.
Executive Visibility.
Knowa Pulse.
Executive Visibility.
Surface the data you need to stay organized. See plan document status, filing deadlines, and review schedules across every client in your book, at a glance.
Surface the data you need to stay organized. See plan document status, filing deadlines, and review schedules across every client in your book, at a glance.
Surface the data you need to stay organized. See plan document status, filing deadlines, and review schedules across every client in your book, at a glance.
Plan Vault.
Automated Oversight.
Plan Vault.
Automated Oversight.
Keep every client’s plan documents, committee records, and ERISA filings current: with automated tracking of obligations, deadlines, and annual review cycles.
Keep every client’s plan documents, committee records, and ERISA filings current: with automated tracking of obligations, deadlines, and annual review cycles.
Keep every client’s plan documents, committee records, and ERISA filings current: with automated tracking of obligations, deadlines, and annual review cycles.
Knowa Q.
Search less. Advise more.
Knowa Q. Search less. Advise more.
Knowa Q.
Search less. Advise more.
Ask any question about any plan in your book and get an answer grounded in that plan’s own documents. Cut meeting prep time. Show up with better insights.
Ask any question about any plan in your book and get an answer grounded in that plan’s own documents. Cut meeting prep time. Show up with better insights.
Ask any question about any plan in your book and get an answer grounded in that plan’s own documents. Cut meeting prep time. Show up with better insights.
Designed for the modern retirement plan professional.
Designed for the modern retirement plan professional.
Knowa is built for firms that need visibility and control across multiple retirement plans.
Knowa is built for firms that need visibility and control across multiple retirement plans.
Retirement Plan Consulting Firms
Retirement Plan Consulting Firms
Centralize governance across every client plan. Scale your practice without adding headcount. Deliver a more consistent, defensible service.
Centralize governance across every client plan. Scale your practice without adding headcount. Deliver a more consistent, defensible service.
Service Providers
Service Providers
Move from reactive task management to proactive client oversight. Demonstrate fiduciary value at every touchpoint.
Move from reactive task management to proactive client oversight. Demonstrate fiduciary value at every touchpoint.
TPAs (Third Party Administrators)
TPAs (Third Party Administrators)
Remove administrative friction from Form 5500 prep, plan amendments, and annual compliance testing. Stay ahead of every deadline, automatically.
Remove administrative friction from Form 5500 prep, plan amendments, and annual compliance testing. Stay ahead of every deadline, automatically.
Recordkeepers
Recordkeepers
Give plan sponsors real-time visibility into compliance timelines, participant notices, and audit documentation, without the back-and-forth.
Give plan sponsors real-time visibility into compliance timelines, participant notices, and audit documentation, without the back-and-forth.
Fiduciary confidence, at scale. More plans, less risk.
Fiduciary confidence, at scale. More plans, less risk.
Fiduciary confidence, at scale.
More plans, less risk.
Fiduciary confidence, at scale. More plans, less risk.
Knowa integrates with your existing workflows and gives you a complete, auditable record of every plan committee meeting, investment decision, and compliance action, across every client.
Knowa integrates with your existing workflows and gives you a complete, auditable record of every plan committee meeting, investment decision, and compliance action, across every client.
Plan Vault
Plan Vault
Secure, centralized storage for every client’s plan documents: Summary Plan Description, Investment Policy Statement, Adoption agreements, 408(b)(2) disclosures, and amendment history. Always audit-ready.
Secure, centralized storage for every client’s plan documents: Summary Plan Description, Investment Policy Statement, Adoption agreements, 408(b)(2) disclosures, and amendment history. Always audit-ready.
Committee Meeting Packs + Knowa Verse
Committee Meeting Packs + Knowa Verse
Create and deliver your investment committee pack in minutes. Knowa Verse captures meeting minutes and decisions in real time, producing a complete, defensible record for every plan review.
Create and deliver your investment committee pack in minutes. Knowa Verse captures meeting minutes and decisions in real time, producing a complete, defensible record for every plan review.
PSCA Plan Intelligence
PSCA Plan Intelligence
Knowa surfaces PSCA's authoritative 401(k) reference materials directly in your advisory workflows — so you can quickly access published guidance on plan design, SECURE 2.0 implementation, and emerging legislative change. No tab-switching.
Knowa surfaces PSCA's authoritative 401(k) reference materials directly in your advisory workflows — so you can quickly access published guidance on plan design, SECURE 2.0 implementation, and emerging legislative change. No tab-switching.
Discussions and decision tracking
Discussions and decision tracking
Collaborate with your clients and team securely between meetings. Build an institutional knowledge base for every plan. Every discussion logged, every rationale documented.
Enterprise-grade security, built for US retirement plans.
Enterprise-grade security, built for US retirement plans.
Enterprise-grade
security, built for US
retirement plans.
Enterprise-grade security, built for US retirement plans.
ISO 27001 compliant infrastructure
ISO 27001 compliant infrastructure
US-based
data hosting
US-based data hosting
End-to-end
encryption
End-to-end encryption
Role-based
access controls
Role-based access controls
Large 401 (K) Plan
Large 401 (K) Plan
Large 401 (K) Plan
“It would be really horrible if we lost Knowa right now. I would dread doing our investment committee reviews without it, especially when our auditors ask for documentation.”
“It would be really horrible if we lost Knowa right now. I would dread doing our investment committee reviews without it, especially when our auditors ask for documentation.”
Head of HR • Financial Services Company
Mid-size 401 (K) Plan
Mid-size 401 (K) Plan
Mid-size 401 (K) Plan
Mid-size 401 (K) Plan
“My main challenge is manually searching through meeting minutes to find historical information. This gives me a central repository where anyone can access what’s needed to run the plan.”
“My main challenge is manually searching through meeting minutes to find historical information. This gives me a central repository where anyone can access what’s needed to run the plan.”
CHRO • Head of Benefits • Industrial Company
Your clients are asking about SECURE 2.0. Be ready.
Your clients are asking about SECURE 2.0. Be ready.
Your clients are asking about SECURE 2.0. Be ready.
Your clients are asking about SECURE 2.0. Be ready.
Knowa keeps your entire book current on the SECURE 2.0 provisions that matter: Roth catch-up requirements, automatic enrollment mandates, and plan amendment deadlines. PSCA guidance surfaced in context, for every plan you serve.
Knowa keeps your entire book current on the SECURE 2.0 provisions that matter: Roth catch-up requirements, automatic enrollment mandates, and plan amendment deadlines. PSCA guidance surfaced in context, for every plan you serve.
SECURE ACT 2.0
SECURE ACT 2.0
Serve more plans the way you serve the best ones.
Serve more plans the way you serve the best ones.
Serve more plans the way you serve the best ones.
Serve more plans the way you serve the best ones.
See how top-tier retirement plan advisors are using Knowa to deliver consistent, defensible governance across every plan in their book - and win new clients on the back of it.
See how top-tier retirement plan advisors are using Knowa to deliver consistent, defensible governance across every plan in their book - and win new clients on the back of it.
