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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.

Resources

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

News

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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Careers

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 Chris Moon

 

 

 

Equal Opportunity Employer

Kerkering, Barberio & Co. and its affiliated companies are Equal Opportunity Employers. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors. We respect each of our employees’ unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based on any of these characteristics.

Drug-Free

Kerkering, Barberio & Co. and its affiliated companies are Drug-Free Workplaces. In a commitment to safeguard the health of our employees and to provide a safe environment for everyone, Kerkering Barberio has established a Drug-Free Workplace Policy. The ultimate goal of this policy is to balance our respect for individual privacy with our need to keep a safe, productive, drug-free environment. This policy is implemented pursuant to the drug-free workplace program requirements under Florida Statute 440.102 and Administrative Rule 59A-24 of the State of Florida Agency for Health Care Administration.

E-Verify

Kerkering, Barberio & Co. and its affiliated companies only hire applicants that are legally eligible for employment in the U.S. All employees are required to complete Section 1 of federal Form I-9 (Employment Eligibility Verification) and present acceptable documentation from the Lists of Acceptable Documents provided on page 3 of the I-9.   

As an E-Verify employer, we confirm the eligibility of each employee to work in the United States. E-Verify is an Internet-based system that compares information collected from an employee’s I-9 against data from the U.S Department of Homeland Security and Social Security Administration.

The official U.S. E-Verify Participation Posters informing current and prospective employees of their legal rights and protections are available below:

English E-Verify Right to Work E-Verify | Spanish E-Verify Right to Work