Retirement Plan Services

As a business owner, having a retirement plan is much more than just the basic plan document. You want to help your employees save for retirement and attract and retain employees with a robust benefits package. It’s also a way to save for your own retirement future while saving on taxes along the way. If you are just starting out and need a plan design for your business or you are looking for someone to take over the administration of your current plan, we want to help.

As a CPA firm, we will not only help design and/or administer your plan, our retirement plan and tax expertise mean we make sure the design of your plan is the right design for you and your employees. Whether you want a plan for all employees or just a specific group within your organization, we can provide options to fit your needs. Our team is highly trained and certified through the American Society of Pension Professionals and Actuaries as qualified 401(k) administrators, qualified plan administrators, and certified pension consultants, and of course, we are CPAs as well.

While not all CPA firms offer retirement planning and administration – especially for small to medium size businesses – at Kernutt Stokes, we are proud to do so. We see it as an important part of our clients’ business and personal financial picture; will make sure that your plan makes sense and is the best choice for you.

We also love doing this work for our clients and would love to do this work for you. We will help you find a solution that works for you, your business, and your employees.