Retirement Plan Design and Asset Management

Zeller Kern specializes in helping practice owners create customized qualified retirement plans for their businesses. We help you choose the employer-sponsored retirement plan that’s right for the size, demographics, and goals of your practice. Plans include defined benefit (pension plans) and defined contribution (including 401k, profit sharing plans, money purchase plans, SEP and SIMPLE IRAs). We also have the ability to design pooled 401k plans and investment allocation models that are actively managed by Zeller Kern.

Zeller Kern works closely with you and the plan administrator to design and manage the plan that best serves the needs of your practice and its employees. These plans are ideal tools for helping participants save for retirement, while offering your business a way to attract and retain high-quality employees.

For more information on retirement plan design, or to speak with one of our consultants, call us at 916.436.8270, or email us at askme@zellerkern.com.