Brad Scherer

Group Affiliations:

Gotham Member

Brad Scherer

3272 Merrick Road, Wantagh, New York, 11793


Phone: 5164095500 ext 115

Company: Klerer Financial Services, Inc.

Position: Partner

  • work-phone 5164095500 ext 115
  • mail-address
  • mobile 5164564901
  • location 3272 Merrick Road

I am a Third Party Administrator (TPA) for Klerer Financial Services Inc. We fully service approximately 500 different retirement plans per year. I specialize in the design, implementation, and administration of 401(K), defined benefit and profit sharing plans. I fully service all plans including: • Creating the plan/trust documents for retirement plans • Identifying the most advantageous type of employer contribution (if any) • Calculating employer contribution amounts • Educating employees on the advantages of saving for retirement • Administration of contribution • Distribution for terminated employees • Calculation/administration/distribution of 401(k) loans • Filing of IRS documents including 5500 and summary annual reports • Any questions/IRS issues/legal issues that may arise


Klerer Financial Services, Inc. in Wantagh, New York, is a fully licensed company that helps both enterprises and individuals maximize their monetary accounts. Our financial services encompass six different categories, including pension administrations, 401K plans, financial and estate planning, investments and insurance, group employee benefit programs, and flexible spending programs.

Business Category: Other


Good Lead: CPA Business Owner Individual