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Pension Actuary Services Fresno, CA

The proper retirement plan design can dramatically improve your tax situation. Pension plans vary based upon workforce demographics, tax objectives, owner’s retirement requirements, and desired flexibility. Kerr Payroll Solutions recognizes the importance of tailoring retirement plans to the specific goals of the people the plan is meant to serve.

 

Our actuary team has the technical expertise and individualized services sure to meet your pension design and management needs. 

 

Our director, Arthur Kagan, will customize your retirement plan to suit your needs. With 40+ years of actuary services and designations in American Society of Pension Professionals and Actuaries, ASPPA, Accredited Pension Administrator, National Institute of Pension Administrators, NIPA and a member of the American Academy of Actuaries.

 

Selecting, customizing, and implementing a plan can be a complex process. Our professional staff will guide you through each step of the process.

 

Whether you desire a cash balance plan, traditional defined benefit plan, defined contribution plan, or a combination plan, we will work with you to design the plan (or plans) that fits not only your individual needs, but the unique needs of your entire organization.

Pension and Actuary Solutions

Pension Services

  • Plan Administration

  • Actuarial Certifications

  • Document Preparation & Review

  • Government Audits

  • Government Filings

  • Law Updates

  • Employee Communications

  • Plan Terminations

  • Executive Plans

Consulting Services

Creative Plan Design: New plans
and existing plan updates

Correction programs for plan compliance


Maximize tax deductions
Employee issues


Marital Dissolution issues


Overfunded Pension Plans


Plan investment issues


Record keeping services & fees

Defined Benefit Plans

Like the name implies: a defined benefit allows an employer to predetermine how much he or she wants in the future. With the help of an actuary and financial planning you could contribute in excess of $200,000 annually when combined with a 401(k) and profit share plan.

Cash Balance Plans

Many business owners desire larger tax deductions and accelerated retirement savings. Implementing a cash balance plan may be the best solution for such owners. Recent legislature encourages more and more professional and successful business owners to adopt this type of plan.

California Retirement Consulting Services

  • Retirement Plan Design

  • Pension Plan Compliance

  • Actuarial Services and Certifications

  • Retirement Plan Documents and SPD's (Summary Plan Description)

  • Determination of Employee Eligibility

  • Maintain Records

  • Prepare Annual Reporting and Testing

  • Compliance Support

  • Employee Education and Enrollment

  • Contribution Record Keeping

  • 5500 annual IRS Filings

  • Annual compliance reviews 

  • Annual Cross testing 

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Why You should choose Kerr Companies as your retirement plan consultant?

  • Unbeatable pricing

  • No hidden fees like the other guys

  • Unparalleled expertise and service

  • Experienced

  • We have broad resources and capabilities

  • Full integration with our payroll solutions and cloud based software

  • Open architecture custodial platform

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