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

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