Retirement Plan Services Fresno, CA

Small Business 401(k) and Investment Advisory

Kerr Wealth Management provides flexible 401(k) plan design and investment advisory services. Our retirement plan advisors work with small to midsize businesses locally in Fresno and Clovis, CA and throughout California and nationwide.

Services include:

  • Retirement consulting.
  • Fiduciary assistance.
  • 401(k) committee education.
  • Retirement plan design.
  • Determination of employee eligibility.
  • ERISA Compliance assistance.
  • Determination of employee eligibility.
  • Employee education.
  • Preparation and distribution of employee communication material.
  • Calculation of employer contributions.

Small Business 401(k) Solutions That Work

There are many factors to consider when choosing a retirement plan for your business. At Kerr Wealth Management we provide an integrated approach for all your qualified plan needs. From investment management to plan design Kerr Wealth Management 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 planning needs, we can help you select and design the right retirement plan for your company.

Kerr Wealth Management provides small business 401(k) administration and asset management for business locally throughout Fresno, Clovis and the central valley of California. Our small business 401(k) services are also available remotely for businesses throughout California. 

Investment Advising

Getting started with a 401(k) can be a daunting task; the advisor's at Kerr Wealth Management can help your employees decide how much to contribute and how to allocate their investment assets. Kerr Wealth Management offers pre-built ETF models which can make the process a breeze and keeps costs down. We also offer a vast array of no transaction fee ETF's and mutual funds for plan participants who want to pick their own investments. Kerr Wealth Management, serves as a plan fiduciary, which means we always put your best interest first - and do not receive third party kickbacks from any funds; which has been all to common in the industry for far too long. 

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 fro setting up a new plan as a small business.

*Administration services are not provided by Kerr Wealth Management. 

*From time to time Kerr Wealth Managment may recommend a rollover IRA or a client may request to rollover assets in a former employer plan. This may create a conflict of interest because compensation through asset management services will result in additional compensation as a result is such recommendations or requests. If Kerr Wealth Managent recommend a qualified plan through your small business this may result in additional compensation and is a conflict of interest.

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