THE KERR

COMPANIES Fresno, CA Office

2507 W. Shaw Ave., Suite 108

Fresno, CA 93711

Phone: (559) 405-9705

Fax; (559) 573-8557

Hours of Operation

Monday - Friday 8:30 AM to 5:00 PM

Saturday - Sunday Closed

www.kerrpayroll.com

www.thekerrcompanies.com

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Payroll, retirement plan administration and consulting provided by Kerr Payroll Solutions, LLC. Investment advisory services, ERISA services and asset management provided by Kerr Wealth Management, Inc. Insurance services provided by Kerr Insurance Brokers, Inc. Additional fees may apply subject to change at Kerr Payroll Solutions, LLC discretion. For a complete list of The Kerr Companies services plesae visit us at: www.thekerrcompanies.com.

 

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The majority of today's small to midsize workforce considers retirement plans a "must have" benefit service. Kerr Payroll Solutions in Fresno, CA can help you attract and retain the talent your company needs. 

  • Kerr Payroll Solutions offers easy to use payroll and retirement plan software interface for you and your employees

  • Comprehensive retirement plan integration

  • Experienced fiduciary support through Kerr Wealth Management

  • Experienced investment management support through Kerr Wealth Management

  • Flexible plan design

  • Open custodial architecture and unbiased low cost investment choices including no load ETF's.

  • And much more.

A range of customized retirement plans for your business

Choosing the right type of retirement plan can be a daunting task. When considering a retirement plan you must first consider the makeup of your business. Are you an LLC, S-Corp, C-Corp or Sole proprietorship? Do you want to match employee contributions? Are you trying to maximize your personal deductions as the business owner? These are just a few of the common questions we get asked.

 

Additional factors to consider:

  • Retirement Plan Cost

  • Investment Options

  • Type of provider (independent, insurance company, custodian)

  • Annual contribution limits

  • Retirement plan compliance

401(K) plans and investment options

A 401(k) is a qualified retirement plan for businesses of all sizes that allows for profit sharing to be added to the plan. A 401(k) allows employees to contribute a portion of their wages up to a cap and allows for employer matching contributions. 

When you implement a 401(k) you become the plan sponsor and a plan fiduciary. As a plan sponsor you have the choice to use a third party administrator like Kerr Payroll Solutions or an Investment Advisor like Kerr Wealth Management to help you create investment models for your plan participants or let the plan participants choose from a range of investment options. 

Small Business Retirement Plans

Through Kerr Payroll Solutions and our investment advisory company, Kerr Wealth Management our team of professionals can help you determine if a 401(k) or another type of retirement plan is suitable for you. 

Other plan options include:

  • SEP IRA

  • SIMPLE IRA

  • Solo 401(k)

  • Traditional 401(k)

  • Safe Harbor 401(k)

  • Profit Share Plans

  • Defined Benefit Pension Plans

Learn more about your retirement plan options

  • Kerr Payroll Solutions, LLC