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.

Our Retirement Plan Administration team is led by Partner-in-Charge Dean Huber (center).

Let’s talk about your business!


Other Services

Learn more about our other services for your business.

Tax Consulting and Compliance
Audit and Assurance
Business Consulting
Virtual Accounting

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Information and Resources

Plan Limitations Reference Guide

by Andrea Smith |
Keep up-to-speed on employee benefit plan changes with our annual Employee Benefit Plan Limitations & Quick Reference Card.

3 Tips for Effective HSA Plan Provider Selection

by Kernutt Stokes |
As the demand for Health Savings Accounts (HSAs) continues to grow, employers are increasingly adding these tax-advantaged personal savings accounts to their benefits packages. Guidance from Department of Labor’s Employee Benefits Security Administration (EBSA) is a great starting point, but some HSA features require special consideration.

HSAs Largely Untapped for Retirement Savings

by Kernutt Stokes |
Health care is a major cost in retirement, yet many people don’t plan effectively for it. Health savings accounts (HSAs) are a powerful retirement planning tool to help solve this problem.

Consider Lump-Sum Payouts Amid Higher Interest Rates

by Kernutt Stokes |
Recently, many defined benefit plan sponsors have opted for various de-risking strategies, including buy-outs, buy-ins, and liability-driven investing. Today, there is an increased focus on the segment rates used to determine lump-sum payouts for retiring or terminated participants.