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

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.

Changes to the 2023 Form 5500

by Kernutt Stokes |
The Department of Labor (DOL) released the final changes to Form 5500 relating to the September 2021 notice of proposed form revisions (NPFR) to amend Form 5500. The changes fall into seven major categories. These changes are effective for plan years beginning on or after January 1, 2023, and will be incorporated into the 2023 Form 5500.

Retirement Planning for Businesses – 401k Plan

by Dean Huber |
Partner Dean Huber discusses the benefits of a business offering a 401k plan, including the flexibility to set up the program and parameters that benefits your employees, your business, and you.

Retirement Planning for Businesses: OregonSaves

by Dean Huber |
Partner Dean Huber shares some key things Oregon business owners should know about OregonSaves.