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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Attract and retain your best talent with our competitively priced retirement plans


If you want to keep your employees for the long run, offering a 401(k) or some form of retirement is a must do.

 

Kerr Payroll  provides flexible retirement plan administration services including low cost investment options.

 

Our retirement plan advisors in Fresno, CA will work with you in designing an optimal corporate retirement program. 

Services include:

  • Retirement consulting.

  • Plan document services. 

  • SPD Document services.

  • Investment selections from low cost ETF's and Mutual Funds.

  • 5500 Filings.

  • Fiduciary assistance.

  • 401(k) committee education.

  • Retirement plan design.

  • ERISA compliance assistance.

  • Determination of employee eligibility.

  • Employee education.

  • Preparation and distribution of employee communication material.

  • Calculation of employer contributions.

  • Investment options and investment management 3(38) and 3(21).

 

SMALL BUSINESS 401(K) SOLUTIONS THAT WORK


There are many factors to consider when choosing a retirement plan for your business. Together with our wealth management team, Kerr Payroll Solutions provides an integrated approach for all your qualified plan needs. From investment management to plan design Kerr Payroll Solutions can help you carefully construct a suitable retirement plan and tax strategy for your business.

For so long small and mid size businesses have had to piece together these two services which can often create too many moving parts or excess cost. Whether your goals are employee recruitment and retention or maximizing your tax minimization, we can help you select and design the right retirement plan for your company.

TWICE THE FEATURES AT A MAJOR PRICE REDUCTION


For potentially less then what you might pay with a bigger financial institution Kerr Wealth Management can give you and your employees more options when it comes to crafting your retirement plan. You can offer Traditional 401(k), Roth 401(k), Safe Harbor, profit share, Solo 401(k) and SIMPLE IRA plans, in addition you can arrange optional match or vesting schedule. 

You may even be eligible for up to $1,500 in tax credits for setting up a new plan as a small business.

*Wealth Management services provided by Kerr Wealth Management, A fee-only Registered Investment Advisor (RIA).

5500 Filings

A 5500 is a tax return for ERISA plans. Traditionally CPA's and accountants do not file these and a specialized plan administrator does. That's where we come in. For a small fee we will file your 5500 tax return so you can carry on with your business.

Compliance

From ERISA to IRS compliance the retirement plan consultants at Kerr Payroll Solutions will help keep you compliance while educating about your role as a plan sponsor and plan fiduciary.

Employee Education

Educating your employees about their retirement options is the first step to having a successful participation. In addition to group meetings the retirement consultants at Kerr Payroll will also meet with your staff one-on-one to ensure they understand their plan options, investment choices and retirement contribution limits.

Plan Documents

A plan document is the glue and bible to your 401(k), Profit Share plan or defined benefit plan. It describes the rules, can do's and can't do's for plan participants. The retirement consultants at Kerr Payroll specialize in drafting custom retirement plan documents from summary plan descriptions to your full retirement plan document.

  • Kerr Payroll Solutions, LLC