Retirement Plan Consulting
Kuntz Lesher Capital's Retirement Specialist Team has over 35 years of collective industry experience and is uniquely qualified to establish and maintain a retirement plan for your business. We work with a variety of asset custodians and third party administrators to craft a retirement plan that is suited to your organization. Our team is responsible for all aspects of your retirement plan implementation, administration and advisory services while coordinating with the best custodian and record keeper for your plan. We develop and maintain a strong rapport among clients and are committed to provide consistent, unparalleled customer service to those we serve.
Kuntz Lesher Capital:
- Recommends the appropriate plan type - Simple IRA, 401(k), Profit Sharing Plan.
- Recommends the best custodian for the assets. Our clients currently use T. Rowe Price, TD Ameritrade, Schwab Institutional, and Charles Schwab Trust Company.
- Recommends the best third party administrator to serve as your record keeper. We have working relationships with the best TPAs in the area.
- Prepares a written investment policy statement for your plan.
- Recommends the roster of investments for your plan without sales bias. We receive no commissions. We are completely independent and our fee is transparent.
- Continually monitors investments and suggests changes as needed.
- Conducts group enrollment meetings at your site.
- Assists plan participants in fund selection.
- Provides plan trustees with a quarterly analysis of plan funds.
Our TPA Partner:
- Designs or reviews the plan document.
- Uses daily asset valuation.
- Performs discrimination testing.
- Processes all withdrawals, deposits and loans.
- Prepares IRS Form 5500.
- Provides internet access for plan sponsors and individual participants.
- Mails quarterly participant statements to participants' homes.