We also offer investment advisory services to both Employer and Participant through our affiliate, Kerns Capital Management, a Registered Investment Advisor, to offer a comprehensive retirement plan solution. By skillfully integrating active money management with customized qualified (tax-deferred) plan designs, including 401(k), profit sharing and defined benefit plans, we can put you on the path toward realizing your financial goals.
Whether you’re looking to improve investment results, maximize tax-deductible contributions, or minimize fiduciary liability associated with your company retirement plan, we have the solutions.
You can consider Kerns Capital Management your planning headquarters. We can be the “quarterback” overseeing the development and implementation of your long-range investment and retirement strategy.