Keenan Financial Services
Keenan Financial Services, a division of Keenan & Associates, brings together experts in all areas of retirement planning to meet your fiduciary, planning, investment, administrative and compliance needs.
For your agency, we assist in managing your fiduciary responsibilities, reduce administrative burdens and ensure compliance with all regulations including Governmental Accounting Standards Board (GASB) guidelines 43 & 45. We handle all third party administration and manage all compliance needs for your qualified plans.
For your employees, we provide qualified and non-qualified pension plans, supplemental early retirement pension plans (SERP) and an alternative to Social Security plan for part time employees (APPLE). Our governmental 403(b) and 457(b) deferred compensation plans provide extensive options for your employees based on their individual risk tolerance and offer investment opportunities that adjust with your employees’ changing needs. We are committed to assisting your employees identify and achieve their retirement goals.
Keenan Financial Services has the resources, commitment and expertise needed to put innovative retirement planning and financial management solutions to work for you and your employees!
Click here to see our Keenan Financial Services Management Team.
Futuris provides all the needed elements for GASB 43 & 45 compliance
The Supplemental Employee Retirement Plan is designed exclusively for schools by Keenan & Associates
The Accumulation Program for Part-time and Limited-service Employees (APPLE) Plan is an alternative to Social Security
800.654.8102