Accounting, Audit and Assurance Services
Compensation Planning
Entrepreneurial Services
Estate Planning
Family Business Consulting
Farm Program Services
Human Resources Consulting
Information Security Services
Personal Financial Planning
Retirement Planning
Strategic Planning
Succession Planning
Tax Planning and Research
Chief Retirement Officer
|
Chief Retirement Officer
At Kennedy and Coe, our team is united in
philosophy and strategy, providing an
overall perspective that is rare in the
industry. In fact, our approach puts us in
the position to serve as your company’s
Chief Retirement Officer, coordinating all
efforts to produce and maintain an effective
retirement plan that works cohesively to
maximize its effectiveness.
We engage in a disciplined, six‐step process
that includes:
- Discovery and review of needs and
goals
- Design of qualified and executive
benefit plans
- Implementation of retirement
strategies
- Monitoring of plan assets and
fiduciary practices
- Management of plan administration
and compliance
- Education of plan participants
Because our team works together from the
discovery stage through monitoring and
education,
you receive:
- A broad spectrum of compensation and
retirement benefits that increases the
recruiting, retention and motivation of
key executives and employees
- A custom design that maximizes your
unique plan goals
- Solid fiduciary management
protecting officers’ personal liability
- Customized investment options with
service that delivers
- Plan administration that offers
participants daily access to their
accounts by phone or Internet
- A team that works seamlessly to
provide extraordinary service and value
At Kennedy and Coe, we have the
credentialed experts you need to sleep
soundly. Our Accredited Investment Fiduciary
Auditors, Certified Retirement Specialist
Professionals, qualified Pension
Administrators, Qualified 401(k)
Administrators, Certified Pension
Consultants, Certified Public Accountants
and ERISA Attorneys work in unison, under
one roof, on your benefits. That’s power –
the conclusive authority of a CRO working
for you to provide excellence in your
retirement and executive benefits.
Click
here for PDF copy of page
Call 800‐303‐3241 for more information. |
