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3024 Days Ago
General Info
 
 
First Name:
Brad
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Last Name:
Scherer
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Company:
Klerer Financial Services, Inc.
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Company description:
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.
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Address:
3272 Merrick Road
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City:
Wantagh
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State:
New York
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Zip Code:
11793
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Email:
brad@klerer.com
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Work Phone:
5164095500 ext 115
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Misc
 
 
Description:
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
• 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
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Business Category:
Other
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Linkedin:

https://www.linkedin.com/in/brad-scherer-46495a96/

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