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Retirement Plan Services

Build Value with a Qualified Retirement Plan

Attractive benefits packages are more important than ever for recruiting and retaining key employees, but the complex and ever-changing rules and regulations associated with qualified retirement plans can be too much to manage on your own. Our employee benefits plan department can help you design, implement, and administer a qualified retirement plan that complies with current legislation and provides value both to you and your employees.

Our dedicated team of employee benefits specialists meets with you to assess your objectives and review your employee demographics and budget in order to recommend an appropriate plan design. Once the plan has been implemented, we provide periodic document language amendments, offer guidance for timeliness of deferral and loan payments, prepare a summary annual report, and file Form 5500 to ensure that your plan meets IRS and Department of Labor compliance. We’ll also help you establish proper recordkeeping procedures, perform non-discrimination testing, and fulfill participant distribution requirements and Form 1099-R reporting.

Whether you need a qualified retirement plan for two or 2,000 employees, Kemper CPA Group can design a plan that meets your goals and keeps your employees happy.