Strategic 401(k) Plan Partner
We partner with select companies who wish to save their employees life savings by replacing outdated, expensive 401(k)s with efficient, modern plans.
SELECTING A PARTNER FOR YOUR QUALIFIED PLAN IS ONE OF THE MOST IMPORTANT DECISIONS YOU WILL MAKE FOR YOUR ORGANIZATION.
It's a choice that has implications for you and your company and the long-term financial plans of your employees. Generic broker-sold solutions just don't always make the best plans today because they often lack the specialized knowledge and services you and your employees need.
At Kelly & Associates, our experience helps us to develop a prudent qualified retirement plan based on your needs. After all, we have specialized in corporate retirement plans for 25 years.
All Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.
Newsletters
-
New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
-
New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
-
Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
-
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Lease Payment
How much would your monthly lease payment be?
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.