Jayme Thaller
ST. LOUIS, MO – (K)Plans, a financial services firm specializing exclusively in employer-sponsored retirement plans, has announced the addition of Jayme Thaller, a 20-year veteran in the retirement plan industry. In her role, she will support plan fiduciaries in navigating the regulatory and administrative complexities of their plans while providing education to participants, offering the kind of personalized guidance that is often missing from traditional call centers or online platforms.
“For many, an employer-sponsored plan such as a 401(k) serves as the primary vehicle for retirement savings,” said Matt Ott, President of (K)Plans. “It is critical for employers to have a well-designed, compliant plan, and equally important for employees to understand how to make choices that align with their goals. Jayme’s extensive experience in both areas will help employers reduce administrative burdens while giving participants a high-touch, personal experience that fosters confidence and overall financial wellness.”
(K)Plans’ exclusive focus on employer-sponsored plans, including 401(k), 403(b), Defined Benefit, and Non-Qualified Deferred Compensation and Government Plans, sets it apart from firms that delegate this specialized work to generalists. Rather than directing plan sponsors and participants to 800-numbers or online support, (K)Plans provides a dedicated, local contact. Thaller will serve as a trusted resource, available for on-site education sessions, individual guidance, and direct connection to (K)Plans’ team of wealth managers.
“My passion is education, helping people understand the often-complex concepts of their retirement plan options and empowering them to take advantage of these important programs,” said Thaller.
“There is so much jargon in our industry that can make retirement planning intimidating. I work to translate it into clear, relatable language that builds understanding and excitement. The (K)Plans team and I are here to walk alongside clients and participants, serving as a true partner on their journey toward their goals.”
While (K)Plans dedicates itself exclusively to employer-sponsored retirement plans, the firm leverages the full depth of resources within the broader Krilogy® organization with which it is affiliated, including wealth management, financial, estate, and tax planning. Clients also benefit from seamless collaboration with Krilogy Law attorneys and Krilogy Tax CPAs for a holistic wealth management experience.
About (K)Plans:
(K)Plans is a financial advisory firm focused exclusively on serving companies that offer employer-sponsored retirement plans and the employees who participate in them. The firm is affiliated with Krilogy® through shared ownership, providing clients with seamless access to a multidisciplinary team of wealth professionals, portfolio managers, CPAs, attorneys, and technology specialists across the Krilogy® organization.
About Krilogy®:
Krilogy is an independent full-service wealth management firm committed to helping clients grow and protect their wealth, instilling confidence and preparing them for the future. Offering a comprehensive range of services in addition to wealth management, including tax preparation, planning, estate planning, and family office services all under one roof, Krilogy takes a holistic approach to financial success. With four offices in the St. Louis area and the expansion into Dallas with the formation of Krilogy Texas in 2023, Krilogy delivers tailored financial solutions nationwide.
Krilogy Financial, LLC (Krilogy) is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor. Registration with the SEC should not be considered an express or implied approval of Krilogy by the SEC. Krilogy Texas is a brand name operating under Krilogy and its registration. Clients of Krilogy Texas will be serviced through Krilogy. For additional information and disclosures about awards and honors received by Krilogy® and its advisors, please click here or call 314.884.2800.
KEP Law, LLC d/b/a Krilogy® Law is an independent law firm affiliated with Krilogy® through common ownership. Legal services are provided under separate engagement through KEP Law, LLC d/b/a Krilogy Law, an independently owned law firm affiliated by common ownership, servicing both Krilogy and non-Krilogy clients. The choice of a lawyer is an important decision and should not be solely based upon advertisement.
Tax services are provided under separate engagement with Krilogy Tax Services, LLC, a separate but affiliated entity to Krilogy.
