Retirement Plan Services

Fresno, CA

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.

Integrated Retirement Plan Services

  • Retirement consulting.

  • Fiduciary assistance.

  • Investment management.

  • Low fee investment platform.

  • No transaction fees on ETF's.

  • No load mutual funds.

  • Tailored participant portfolios.

  • 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.

Retirement Consulting.

Plan Administration.

Fee-Only Investment Advisory.

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. 

401(k) and Pension Investment Advisory

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, serve can help guide you as your plan fiduciary and investment advisor. 

*Administration services are provided by Kerr Payroll Solutions, LLC

*From time to time Kerr Wealth Management 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 Management recommend a qualified plan through your small business this may result in additional compensation and is a conflict of interest.