Retirement Plan Services

Kernutt Stokes has long been a leader in retirement plan administration, consulting, design and auditing services. We work with more than 100 plans each year for companies of all sizes, from single employee plans to programs covering several hundred participants. Our seasoned employee benefit plan administrators have certifications from the American Society of Pension Professionals and Actuaries (ASPPA). Three employees in our firm have earned the ASPPA Certified Pension Consultant (CPC) designation, the highest designation ASPPA awards non-actuaries. All Kernutt Stokes staff who are involved in benefit plan administration receive specialized benefit plan-related continuing education annually.

Retirement Plan Administration Services

Employee benefit and retirement plans offer tremendous opportunities for business owners and employees. They allow for retirement savings while providing for a current income tax deduction, as well as providing the benefits needed to attract and retain top employees. To ensure you establish the retirement plan that will best help you attain your goals, it is important to work with trustworthy and experienced professionals.

We design and administer many types of retirement plans ranging from plain vanilla profit sharing and 401(k) plans to the more complex defined benefit and cash balance plans. We are able to work with plans utilizing a wide variety of investment options and platforms. This flexibility allows us to help you maximize the benefits of your retirement plan and achieve your goals.

Employee Benefit Plan Audit Services

Along with the tremendous benefits that retirement plans can offer come fiduciary responsibilities. Failing to satisfy these fiduciary responsibilities can affect the well-being of your employees and your business. Working with the trustworthy and experienced professionals at Kernutt Stokes can help you and your employees realize the greatest retirement benefits while effectively satisfying your fiduciary responsibilities.

Retirement Plan Services include:

  • Employee benefit plan design and consulting
  • Employee benefit plan administration
  • Employee benefit plan auditing
  • Flexible investment options
  • Experience working with a wide variety of plans, including:
    • Profit sharing
    • 401(k)
    • 403(b)
    • Defined benefit
    • Cash balance
    • Voluntary Employee Benefit Association (VEBA)
    • Employee Stock Ownership Plans (ESOP)
    • Non-qualified deferred compensation