top of page

Retirement Plan Administration Fresno, CA

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.

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 and guidelines for participants. The retirement consultants at Kerr Payroll specialize in drafting custom retirement plan documents from summary plan descriptions to your full retirement plan document.

bottom of page