Kastle Systems Secures 401(k) Advisory Services From Seventy2 Capital

Leading security solutions provider partners with Seventy2 Capital Wealth Management to create a comprehensive benefits program

Paul Carlson, Co-Founder and Partner at Seventy2 Capital

Seventy2 Capital Wealth Management announced that it has been selected to provide 401(k) advisory services to Kastle Systems. For more than 45 years, Kastle Systems has been leading the security industry with new technologies and advanced security solutions. With headquarters in Falls Church, VA, Kastle Systems uses the most innovative security solutions available, including access control, video surveillance, visitor management, and integrated identity management, to protect more than 10,000 locations across the US and around the world.

Today, Kastle Systems is helping its employees secure their financial future by offering a new and improved employee benefits package with greater emphasis on retirement readiness for the company’s 400+ employees. Kastle Systems’ Chief Human Resources Officer, Susan Shin, recognized an opportunity to create a sustainable competitive advantage by elevating the company’s defined benefits program. “We’re operating in a robust US economy right now,” says Shin, “Providing a well-thought-out retirement benefit program gives us an edge in attracting and retaining talent.”

Shin approached Paul Carlson, Co-Founder and Partner, and Sean Kirby-Smith, Assistant Vice President and Financial Advisor, at Seventy2 Capital, to conduct a thorough evaluation of Kastle System’s existing plan. Carlson, says, “We are proud to provide advisory services to Kastle Systems, and our first order of business was to benchmark the existing plan against competitors’ cost, technology offering, and investment options.”

Providing a well thought-out retirement benefit program gives us an edge in attracting and retaining talent.

Susan Shin, CHRO

Kastle Systems

Since retaining Seventy2 Capital, Kastle Systems has enjoyed a meaningful reduction in plan costs as well as increased returns. In addition, the executive team now has a partner to help with fiduciary and regulatory compliance requirements along with access to an innovative, mobile technology platform.  Because Kastle is committed to preparing their employees for a successful retirement, they partnered with Seventy2 Capital to provide a suite of services that includes on-site education, 1-1 meetings with a financial advisor, and retirement readiness tools. 

Seventy2 Capital Wealth Management has established itself as a leading advisor of 401(k) plans for small to medium-sized businesses in the Washington DC Metro area. Their holistic approach to retirement plan design focuses on customizing programs that increase retirement readiness and help clients proactively meet their fiduciary responsibilities.  Many of the firm’s advisors have earned advanced credentials such as the CIMA®, CRPC®, CFP®, and CRPS® in an effort to provide the highest levels of advisory services. For more information or to contact Seventy2 Capital, visit www.seventy2capital.com.

About Kastle Systems

Kastle Systems has been leading the security industry for more than 45 years with new technologies and advanced security solutions. Kastle protects more than 10,000 locations nationwide and internationally with the most innovative security solutions available including access control, video surveillance, visitor management, and integrated identity management. Kastle's expert outsourced security services significantly reduce costs and improve the critically important, 24x7 performance of security systems for building owners, developers, property managers, and enterprise tenants. Headquartered in Falls Church, Virginia, Kastle is consistently ranked the #1 Security Provider in DC by the Washington Business Journal and is on CIOReview's 2018 List of Top Physical Security Providers in the US. Kastle also has offices in Los Angeles, San Francisco, Houston, Dallas, Chicago, New York, Philadelphia and Sydney, Australia.

About Seventy2 Capital Wealth Management

Seventy2 Capital Wealth Management is an independent, private client firm that specializes in serving Fortune 500 executives, successful individuals and families, and small to medium-sized businesses. The firm’s principals draw on nearly 90 years of combined experience at some of Wall Street's largest firms to customize an investment strategy that ensures clients’ success.  The firm’s commitment to maintaining the highest standards of care and professionalism in serving clients has earned its advisors some of the most advanced designations including the CIMA®, CFP®, CRPC®, and CRPS® and national industry awards.  Seventy2 Capital helps clients define their most important financial goals, design a plan to achieve them and consistently execute to make clients' aspirations a reality.

About Wells Fargo Advisors Financial Network

For 17 years, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Company has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what's right for clients. As of December 31, 2017, Wells Fargo Advisors Financial Network has grown to operate nationwide with 1,333 owners and advisors in 633 practices administering over $104.7 billion in client assets. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC Member SIPC, separately registered broker-dealer and non-bank affiliate of Wells Fargo & Company. www.wfafinet.com

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Seventy2 Capital Wealth Management is a separate entity from WFAFN. 1116-02338

Media Contact: 
Brandy Carlson 
Phone: (301) 298-2230
Email: info@seventy2capital.com

Source: Seventy2 Capital


Categories: Financial News, Business News

Tags: 401(k), asset management, business review, Defined-Contribution Pension Plan, financial advisors, investment management, Kastle Systems, retirement planning, Seventy2 Capital, Washington DC, Wealth Management


About Seventy2 Capital

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Seventy2 Capital Wealth Management is an independent, private client firm headquartered in Bethesda, MD.

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