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 Qualified Retirement Plans - Offering a competitive retirement plan is an excellent way to recruit and retain top talent and reward loyal employees for a job well done (even more so in recent years). Kelley Insurance & Financial specializes in your Qualified Retirement Plan needs. Rather it is a start up plan, or an established plan needing an update. We know the right place to get the answers and product solutions for all your Qualified Retirement Planning needs. We value your employees time, which is why we have carefully picked the Retirement Plan Providers we represent.
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The products we offer are 'cutting edge' Retirement Plan Solutions, with only the highest quality investment line up from the Nations highest quality and top performing fund families. Some of our plans include over 80 sub-accounts, with over 20 different fund families. Offering your company the widest diversification of investment options available today. And all our plans offer internet support and on-line access to both your companies and your personal information 24/7.
We realize how important having competent administration and good service is to running a smooth retirement plan. With all the reporting, maintenance and constant compliance changes associated with Qualified Retirement plans, it is imperative to have a responsive Retirement Plan administrator with the right technology in place.
Kelley Insurance & Financial is involved in every step of the process, from plan design to Employee Benefit meetings and plan installation, we make it easy to offer high quality Retirement Benefits to your company!
We offer the following Qualified Retirement Plans:
- Traditional 401 (k) Plans
- Safe Harbor 401 (k) Plans
- Uni-K Plans (401 (k) Plans for the Sole Proprietor)
- Profit Sharing Plans
- Profit Sharing Plans with New Comparability
- Money Purchase Plans
- Defined Benefit Plans
- 412 (i) Plans
- We also offer SEP/IRA plans for the needs of smaller businesses and self-employed individuals with 1099 income, as well as Traditional and Simple IRA plans.
Call our office now in order to get a Retirement Plan quote or a new plan. Or for a review of your current plan to be certain you have the best plan, investment options and lowest fees available. Due to many IRS changes in the Retirement Plan area, we find many employers are not aware of many new rules that can benefit them. Call our office today, or you may also submit a quote request by clicking here, or on the toolbar.
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