Kane Pension Design & Administration
- Company typePrivate
- Founded2015
- HeadquartersStamford, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Kane Pension Design & Administration firmographics
Firmographics- Name
- Kane Pension Design & Administration
- Legal name
- Kane Pension Design & Administration
- Website
- https://kanepension.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Kane Pension Design & Administration industry classification
Industry- Product category
- Actuarial Consulting
- NAICS
- Pension Funds (52511)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
Keywords
Where Kane Pension Design & Administration is headquartered
LocationHeadquarters
- HQ city
- Stamford
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Kane Pension Design & Administration business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Actuarial Consulting Services: The firm generates revenue through professional consulting fees for retirement program design, implementation, administration, and ongoing maintenance services. Services include document preparation, platform setup assistance, annual valuations, regulatory filings, and audit support. Revenue is generated through project-based and ongoing retainer arrangements for personalized actuarial services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Kane Pension Design & Administration product offering
Product offeringCore offering
Kane Pension Design & Administration is an actuarial consulting firm that designs, implements, and administers customized retirement programs for small and mid-sized businesses. The firm provides four core service offerings—retirement program review, customized plan design, ongoing plan administration including regulatory filings and audit support, and lower-cost administrative support for pension plan administrators.
Product overview
Kane Pension Design & Administration is an actuarial consulting firm offering a suite of retirement program services for small and mid-sized businesses. The company provides four integrated service offerings: Retirement Program Review (evaluation of existing plans), Retirement Program Design (custom plan creation), Retirement Program Administration (ongoing management, filings, and compliance support), and Administrative Support (cost-effective ancillary services for plan administrators). These services work together to provide end-to-end retirement program lifecycle support from initial design through ongoing administration.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Program Review Review of an existing retirement program to identify possible improvements or customization to best serve current business needs, intended for businesses whose plan has been in place for several years or whose business circumstances have changed.
- Retirement Program Design Customized retirement plan design tailored to the demographics of the business and the owner's individual goals, rather than off-the-shelf programs, for businesses adding a plan for the first time or replacing an existing one.
- Retirement Program Administration Full-service administration of retirement plans including document preparation, record-keeper platform setup, annual valuations, annual regulatory filings, loan and distribution transactions, and audit support.
- Administrative Support Cost-effective ancillary administrative support for pension plan administrators, including benefit calculations, participant statements, and plan research, offered at substantially lower cost than traditional actuarial firms.
Companies that use Kane Pension Design & Administration
Customer profileSegments2 records
Ideal customer profiles3 records
Kane Pension Design & Administration technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Kane Pension Design & Administration partnerships and signals
Strategic signalScale indicators2 records
Recent moves1 record
Expansion highlights4 records
Kane Pension Design & Administration competitors and assessment
Company assessmentBroad incumbents
- Empower Retirement: Large retirement plan recordkeeper and administrator serving plans of all sizes including SMBs. Comparable in providing integrated plan administration services to small and mid-sized plan sponsors.
- Milliman: Large independent actuarial consulting firm offering defined benefit and defined contribution plan services across all client sizes. Comparable in the actuarial discipline and retirement plan expertise Kane Pension provides, though it serves a much broader client base.
- Buck Consultants: Major actuarial and retirement consulting firm where Brian Kane previously held a lead consulting role. Comparable as a large-firm provider of retirement plan design, actuarial valuations, and administration, though it serves a broader and more enterprise-weighted client base.
- Vanguard Retirement Plan Services: Major retirement plan recordkeeper and services provider with deep SMB and mid-market presence. Relevant competitor for the same small/mid-sized plan sponsor clients Kane Pension serves.
- Mercer: Global consulting firm with a major retirement and pension actuarial practice. Directly comparable because founder Brian Kane trained at Mercer and brought large-employer techniques to the SMB market that Mercer primarily serves.
- Fidelity Workplace Investing: One of the largest recordkeepers and retirement plan service providers for SMB and mid-market employers. Comparable as a provider that brings institutional-scale retirement plan capabilities down-market, similar to Kane's value proposition.
Direct peers
- SageView Advisory Group: National retirement plan advisory firm focused on serving small and mid-sized plan sponsors with fiduciary, actuarial, and investment advisory services. Direct competitor in the same underserved SMB retirement segment Kane targets.
- CAPTRUST: Independent retirement and investment advisory firm focused on mid-market and corporate retirement plans. Directly comparable in target market (mid-sized plan sponsors) and service offering (design, administration, fiduciary advice).
- The Benefit Practice: Actuarial consulting firm where Brian Kane served as Senior Consulting Actuary and Defined Benefit Department Manager. Most direct peer given shared DNA in adapting large-market retirement plan expertise to small and mid-sized businesses.
- AndCo Consulting: Independent retirement plan consulting firm serving small and mid-sized plan sponsors with fiduciary, actuarial, and investment advisory services. Directly comparable in market focus and bundled service offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Kane Pension Design & Administration financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kane Pension Design & Administration leadership team
Management profileNumber of profiles
Profiles1 record
Kane Pension Design & Administration funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kane Pension Design & Administration M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kane Pension Design & Administration
What does Kane Pension Design & Administration do?
Kane Pension Design & Administration is an actuarial consulting firm that designs, implements, and administers customized retirement programs for small and mid-sized businesses. The firm provides four core service offerings—retirement program review, customized plan design, ongoing plan administration including regulatory filings and audit support, and lower-cost administrative support for pension plan administrators.
Is Kane Pension Design & Administration a public or private company?
Kane Pension Design & Administration is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Kane Pension Design & Administration founded?
Kane Pension Design & Administration was founded in 2015. It employs 1 to 10 people.
Where is Kane Pension Design & Administration based?
Kane Pension Design & Administration is headquartered in Stamford, United States, in the North America region.
How does Kane Pension Design & Administration make money?
One revenue line is on record: actuarial Consulting Services.
Who are Kane Pension Design & Administration's main competitors?
Broad incumbents on record are Empower Retirement, Milliman, Buck Consultants, Vanguard Retirement Plan Services, Mercer and Fidelity Workplace Investing. Direct peers are SageView Advisory Group, CAPTRUST, The Benefit Practice and AndCo Consulting.
Does Kane Pension Design & Administration have an API?
No public API is recorded for Kane Pension Design & Administration.
What industry is Kane Pension Design & Administration in?
Kane Pension Design & Administration's product category is Actuarial Consulting. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAEAAAD, Retirement & Pension Planning (401(k)/IRA). Its NAICS code is 52511 and its SIC code is 6282.