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Brad Scherer

Third Party Administrator Klerer Financial Services
Work 3272 Merrick Road Wantagh NY 11793 Work Phone: 516-409-5500 ext 115 Website: Klerer Financial Services, Inc. Website
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Biographical Info

Brad is a Third Party Administrator (TPA) for Klerer Financial Services Inc. At Klerer we fully service approximately 500 different retirement plans per year. I specialize in the design, implementation, and administration of 401(K), defined benefit and profit sharing plans.

I fully service all plans including:

  • Creating the plan/trust documents
  • Identifying the most advantageous type of employer contribution (if any)
  • Calculating employer contribution amounts
  • Educating employees on the advantages of saving for retirement
  • Administration of contribution
  • Distribution for terminated employees
  • Calculation/administration/distribution of 401(k) loans
  • Filing of IRS documents including 5500 and summary annual reports
  • Any questions/IRS issues/legal issues that may arise
Categories: Manhattan-II
Updated 4 months ago.
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