How can I be sure my plan is in compliance?

With Kidder, you have the confidence of knowing that your plan is in compliance with the complex and often confusing rules and regulations governing pension and profit sharing plans.

Kidder professionals are recognized experts in pension and profit sharing plan compliance. CPAs, certified financial planners and attorneys value our expertise in evaluating and responding to questions regarding retirement plans and investments.

Our staff continually monitors your plan to ensure that all requirements are met — including who must be covered, permissible contribution allocations, minimum vesting, report filing, participant notifications and more. It is our responsibility to protect you, your plan and your employees from potential penalties, taxes and loss of tax-favored status.

We help you satisfy all plan-related fiduciary responsibilities.