Retirement Plan Consulting California

California Retirement Plan Consulting Services

Professional Retirement Plan Consulting for California Businesses


There are many factors to consider when choosing a retirement plan for your business. At Kerr Wealth Management can we provide an integrated approach for all your qualified plan, 401(k), profit share or pension plan needs.  From investment management to plan consulting we can help you carefully construct a retirement plan and tax minimization strategy for your small business.

Kerr Wealth Management provides consulting services for the following retirement plans:

  • 401(k)
  • Solo 401(k)
  • 403(b) 
  • SEP IRA
  • SIMPLE IRA
  • Profit Share Plans
  • Defined Benefit Plans (Cash balance and money purchase)

Did you know that many national providers actually contract out their portfolio management services through third party asset managers and advisors? Doesn't that seem confusing? How much is it costing you? Did you know some of them may charge when you leave them? 

The retirment consultants at the Kerr Companies have a simple priority: make a material impact on your life, increase your wealth and help you and your employees take care of themselves and their family. We want to learn more about your personal situation and  identify your retirement planning needs. Long-term relationships that encourage open and honest communication have been the cornerstone of the Kerr Companies foundation of success.

With Kerr Payroll Solutions, LLC and Kerr Wealth Management we have the integrated solution to make plan administration and portfolio management a little easier. 
*Kerr Payroll Solutions is affiliated with the owners of Kerr Wealth Management and a conflict exists when a customer utilizes both services as similar services may be available for a better price elsewhere and it may result in additional compensation to an affiliated company.

401(k) Retirement Plan Services Fresno, CA

The Kerr Companies retirement plan administrator's and consultant's work with small to large businesses throughout California and nationwide. From one employee to thousands our open architecture retirment platform can manage it all.


Services include, but are not limited to, the following: 

  • Plan design and installation of plan document.
  • Determination of employee eligibility.
  • Prepare annual reports (IRS Annual Return/Report Form 5500, attachments and summary annual reports).
  • Maintain individual records for participant accounts.
  • Plan record keeping and compliance.
  • Determination of employee eligibility.
  • Employee Meetings.Preparation and distribution of employee communication material.
  • Calculation of employer contributions.Calculation and communication of distributable events (retirement, death, disability, loans, termination).