Planning For Your Future

Retirement Plan Administration Services individually designed to meet all of your organization's needs.

Planning For Your Future

Retirement Plan Administration Services individually designed to meet all of your organization's needs.

Planning For Your Future

Retirement Plan Administration Services individually designed to meet all of your organization's needs.

why

CHOOSE US

Kline, Keppel & Koryak is an independent third party administrator. That means we do not work for any of the investment providers. We work for you, our client.

In a continually changing environment of legislation and government regulation, it is nearly impossible for individual organizations to be informed and maintain the knowledge necessary for the proper function of their firm’s retirement plan. Our services bridge that gap, offering full consultation services, plan design, plan testing, recordkeeping services, audit assistance and government reporting.

No Hidden Costs

We have always provided full disclosure of our fees, allowing you to determine the expense realized by either the Employer or the Plan or some combination of the two.

we make it easy

Our clients can rest assured that we’re keeping on top of government regulations and other important legal aspects so they don’t have to.

Bridging the gap

As your full service administrator, we represent you, our client, in communicating with the vendors involved with your retirement plan, allowing our firm to be your primary point of contact.

trust our experience

We’ve provided our clients with accurate and efficient information for over fourty years. Our “team effort” approach provides you with the knowledge of many!

why

CHOOSE US

Kline, Keppel & Koryak is an independent third party administrator. That means we do not work for any of the investment providers. We work for you, our client.

In a continually changing environment of legislation and government regulation, it is nearly impossible for individual organizations to be informed and maintain the knowledge necessary for the proper function of their firm’s retirement plan. Our services bridge that gap, offering full consultation services, plan design, plan testing, recordkeeping services, audit assistance and government reporting.

No Hidden Costs

We have always provided full disclosure of our fees, allowing you to determine the expense realized by either the Employer or the Plan or some combination of the two.

we make it easy

Our clients can rest assured that we’re keeping on top of government regulations and other important legal aspects so they don’t have to.

Bridging the gap

As your full service administrator, we represent you, our client, in communicating with the vendors involved with your retirement plan, allowing our firm to be your primary point of contact.

trust our experience

We’ve provided our clients with accurate and efficient information for over fourty years. Our “team effort” approach provides you with the knowledge of many!

why

CHOOSE US

No Hidden Costs

We have always provided full disclosure of our fees, allowing you to determine the expense realized by either the Employer or the Plan or some combination of the two.

we make it easy

Our clients can rest assured that we’re keeping on top of government regulations and other important legal aspects so they don’t have to.

Bridging the gap

As your full service administrator, we represent you, our client, in communicating with the vendors involved with your retirement plan, allowing our firm to be your primary point of contact.

trust our experience

We’ve provided our clients with accurate and efficient information for over fourty years. Our “team effort” approach provides you with the knowledge of many!

Ask us about

Contribution Processing for 401(K) Plans

Each pay period, we complete Contribution Processing for 401(k) Plans. Unlike most of our competitors, we do not only request annual census information.  Rather, we integrate with your payroll provider or system each pay period.  This enables us to provide the uploads to the recordkeeping system that you request.
Additionally, were are able to be proactive with your retirement plan in determining eligibility and plan limits.  We are able to review the Plan throughout the year and provide projections regarding Plan objectives.

Ask us about

Contribution Processing for 401(K) Plans

Each pay period, we complete Contribution Processing for 401(k) Plans. Unlike most of our competitors, we do not only request annual census information.  Rather, we integrate with your payroll provider or system each pay period.  This enables us to provide the uploads to the recordkeeping system that you request.
Additionally, were are able to be proactive with your retirement plan in determining eligibility and plan limits.  We are able to review the Plan throughout the year and provide projections regarding Plan objectives.

Ask us about

Contribution Processing for 401(K) Plans

Each pay period, we complete Contribution Processing for 401(k) Plans. Unlike most of our competitors, we do not only request annual census information.  Rather, we integrate with your payroll provider or system each pay period.  This enables us to provide the uploads to the recordkeeping system that you request.
Additionally, were are able to be proactive with your retirement plan in determining eligibility and plan limits.  We are able to review the Plan throughout the year and provide projections regarding Plan objectives.

Get In Touch

Kline, Keppel & Koryak
2281 Ridgewood Dr. NW
Dover, OH 44622
+1 330.365.2400

lschaffer@3kretirement.com
nsturgeon@3kretirement.com
rmetcalf@3kretirement.com
msturgeon@3kretirement.com

Get In Touch

Kline, Keppel & Koryak
2281 Ridgewood Dr. NW
Dover, OH 44622
+1 330.365.2400

lschaffer@3kretirement.com
nsturgeon@3kretirement.com
rmetcalf@3kretirement.com
msturgeon@3kretirement.com

Get In Touch

Kline, Keppel & Koryak
2281 Ridgewood Dr. NW
Dover, OH 44622
+1 330.365.2400

lschaffer@3kretirement.com
nsturgeon@3kretirement.com
rmetcalf@3kretirement.com
msturgeon@3kretirement.com