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KB Pension Services

Qualified retirement planning has guided many successful businesses along the path to significant tax savings and increased financial benefits for their employees.  As a business owner, you can design a retirement plan that favors yourself; and as a participant, your contributions accumulate on a tax-deferred basis.  A solid retirement plan also adds value to your business and helps to recruit and retain quality employees.

A retirement plan provides your employees and their families security for their future.  Benefits are not taxable to employees as current income and accumulate on a tax-deferred basis.  Retirement dollars are taxable only after they are paid out, normally at retirement.  In addition, qualified plan assets usually are protected from the claims of bankruptcy creditors.

There are various types of plans that can be customized to meet both your needs and your company's needs.

  • Defined Benefit Pension Plan
  • Defined Contribution Plans
    • 401(k) Profit Sharing Plan
    • 401(k) Safe Harbor Plan
    • Age-Weighted Profit Sharing Plan
    • Cross-Tested Profit Sharing Plan
    • Profit Sharing Plan

 Our broad array of services includes the following:

  • Contribution Calculations and Processing
  • Determination of Eligibility
  • Government Compliance Testing
  • Plan Design, Preparation of Plan Documents and On-going Compliance Review
  • Preparation of Government Reports
  • Recordkeeping and Participant Reporting

Our qualified retirement planning specialists are experts in plan design and administration.  We customize your plan to your particular needs.  We will help you decide which type of retirement plan is right for you.  For more information or to discuss your business, please contact us at (941) 953-7452.

About KB Pension Services, Inc.

KB Pension Services, Inc. provides quality, full-service qualified retirement plan consulting.  We design benefit programs that balance the financial objectives of your business with the needs of your employees.  We are a third-party administrator providing administrative services for your retirement program.  You can expect accurate, timely information to both employer and employees.


To help with your retirement planning needs, below are helpful industry resources.  


There are constant changes in the retirement industry.  It is important to stay abreast of news that may affect you, your company and your employees. 

Request For Proposal

To request a proposal, please complete the fields in the form below.  A Pension Administrator will contact you shortly to follow up.

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Located on the beautiful southwest coast of Florida, we enjoy the honor of residing in one of Money Magazine's "Best Small Cities to Live." At the same time, we work in a progressive business atmosphere that is on the leading edge of technology and strongly supports the training and advancement of our staff.

Rich with culture, our small-town location is great for a more relaxed life style without forgoing recreational and entertainment value.  For the individual who aspires to this life style and a career in pension administration, we can provide the best of both worlds.  KB Pension Services is a unique professional option.

We offer a benefits package that includes health/dental/vision/life/disability insurance, 401(k), paid vacation/sick/personal time, tuition reimbursement, Continuing Professional Education and more.

For more information about career opportunities with KB Pension Services, Inc., please contact Lori Leutwyler




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