General Info
Full Name
Brad Scherer
Company
Klerer Financial Services, Inc.
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.
Address
3272 Merrick Road
City
Wantagh
State
New York
Zip Code
11793
Email
brad@klerer.com
Work Phone
5164095500 ext 115
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 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
Additional information
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 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
Business Category
Other
Linkedin

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