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THE KELLEY GROUP
401k - Retirement Education Consultants
508-528-6255


If your company would like assistance in fulfilling 401k education presentations to your plan sponsors, we can help!


The Kelley Group is an independent consulting firm dedicated to providing the finest, most flexible employee education presentations in the retirement industry. We offer plan providers the opportunity to reach their goals more effectively and efficiently by providing an invaluable service at the most cost effective price.

The Kelley Group delivers retirement presentations in either English or Spanish throughout the United States. We tailor our style, presentation format and schedule to meet your unique needs, ensuring a quality communications program that will result in more informed and satisfied participants as well as heightened plan awareness.

The Kelley Group's presenters are trained in employee communication, defined contribution plans, financial markets and investments. These experienced, licensed professionals are capable of using a variety of multimedia, such as computer generated images, slides or overheads, to conduct employee education meetings and answer employee questions.

Thomas and Robert Kelley are the founders of The Kelley Group. Together they offer the most direct, hands-on experience available in discussing qualified retirement plans with participants.

The Kelley Group will work with you in order to deliver the presentation that best suits your needs. And these investment meetings will be given on a fee-for-service basis. No commissions.

Our commitment to providing the finest retirement education meetings in the industry means a higher level of service to you and your plan sponsors. To learn more about our services, as well as obtain references and fee information please call us at (508) 528-6255 or email The Kelley Group.


Send mail to The Kelley Group (kelley401k@aol.com) with questions or comments about this site.