In today’s competitive marketplace, offering a retirement benefit plan is essential to attracting and retaining quality employees. Additionally, tax law changes have created new opportunities for employers to take financial advantage of providing employee retirement benefit plans. However, proper assessment and utilization of the appropriate plan for your business is key to maximizing employee contributions and possible company tax benefits.
Many companies are unaware of the rewards of retirement benefit planning and/or believe that implementing a plan is too costly and involved. That’s where F. P. Kessler, Jr. & Associates can help.
Since 1975, F. P. Kessler, Jr. & Associates, TPA, LLC has specialized in retirement planning. It is an independent local firm established to provide comprehensive retirement services to assist businesses, management and their advisors in the cost-effective maintenance of employee benefit programs.
The F. P. Kessler, Jr. & Associates, TPA, LLC retirement benefits administration team has over 120 years of combined experience. The team utilizes that knowledge and expertise in managing retirement plan assets of almost $150 million for more than 125 businesses.
Retirement plan services at F. P. Kessler, Jr. & Associates, TPA, LLC are all inclusive - allowing you to offer a valuable employee benefit while receiving business tax rewards without spending much time to expense. Our full-range of services include:
Expert plan design to meet the specifications and needs of your business
Thorough logistics preparation and plan installation
Ongoing money management services through proven investment companies
Customized employee communications and enrollment program to increase participation among current and new employees
Administration of participant loan program, benefits claims and distribution of funds
Accurate, timely reporting (for employer and employee)
Assistance with plan document
preparation
and form completion
Securities products and investment advisory services are offered through registered representatives and investment advisor representatives, respectively, of New England Securites (NES), a broker/dealer (member NASD/SIPC) and registered investment advisor. F.P. Kessler, Jr. & Associates is a seperate entity from NES.
F.P. Kessler, Jr. & Associates is a marketing firm of New England Life Insurance Company. 501 Boylston St. Boston, MA 02116.