Looking To Make Your Plan Run Smoothly?

A relationship with a trusted advisor can make all the difference.

Our main objective is to understand and address the evolving interests of plan sponsors and their employees. We utilize unbiased methods to help plan sponsors create progressive, smooth-running, cost-effective plans.

 

KerberRose is a thought leader in the retirement plan industry, servicing plans for more than six years. We take great pride in delivering innovative consulting services that result in more successful retirement outcomes for plan participants, while protecting plan fiduciaries. Our signature deliverables include investment due diligence, provider benchmarking and fiduciary compliance and support services. Each of these deliverables has been acclaimed as a best practice program by the Centre for Fiduciary Excellence, LLC (CEFEX).

News from KerberRose | KerberRose
Unlocking Tax Benefits: Understanding the Augusta Rule for Small Business Owners
Unlocking Tax Benefits: Understanding the Augusta Rule for Small Business Owners

If you're a self-employed business owner, you're likely familiar with the home office deduction. However, there's another valuable deduction called the Augusta Rule (Section 280A Deduction) which offers additional tax benefits. This article explores the Augusta Rule, its origins, how it works, and how small business owners can leverage it for tax planning.

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Tax Tips to Maximize Retirement Savings
Tax Tips to Maximize Retirement Savings

Retirement represents a major turning point in one's life. One factor that remains, regardless of this new chapter in your life, is the presence of taxes. Taxes on income from other sources, such as Social Security, pensions, and earnings from part-time employment, can potentially be an issue for you. Consider these variables:

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The Resurgence of the Automatic IRA Act
The Resurgence of the Automatic IRA Act

The Automatic IRA Act of 2024 has been reintroduced by Representative Richard Neal, D-Mass., the ranking member of the House Ways and Means Committee. This measure requires companies with more than 10 workers to automatically enroll their workers in IRAs or other comparable automatic contribution plans, such as 401(k)s, if they do not currently offer a retirement plan.

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You're 3 Steps Away From Success

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Plan Review

We won't skip a beat. We'll check the pulse on your current 401(k) Retirement Plan.

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Strategy Report

We'll give you a road map of strategies to improve your 401(k) Plan and improve your participants' success.

What Do Our Professional Services Cost?

 

There is no cost for our initial consultation. We will be happy to discuss our various fees & services as they relate to your 401(k) Plan.

 

Schedule a Virtual Advisor Session

As part of our continuous efforts to enhance client experiences and support their financial goals, this service provides them with unprecedented access to personalized guidance and education with our Virtual Advisor Sessions. 

This service allows you to connect with a dedicated financial advisor virtually. These sessions are scheduled on Tuesdays and Thursdays from 9 a.m. to 12 p.m. and 1 p.m. to 3 p.m. to offer you the opportunity to seek expert advice, review your accounts, and further enrich your financial wellness education.

Alex Miller, CPFA® Financial Wellness Advocate