Financial & Retiree Planning

Keenan Financial Services Analysis

Keenan Financial Services offers comprehensive solutions for retirement programs that help your organization maintain fiscal responsibility, while providing valuable services to your retirees. We bring together specialists in many areas of retirement planning to help 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 governmental regulations.

Our Solutions Include:

• Other Post-Employment Benefit (OPEB) Solutions
  • Futuris Care℠: Consulting services to provide a comprehensive approach to controlling future retiree liabilities.
  • MuniMET: Multi-employer trust solution for public agency GASB 74 & 75 compliance.
  • Futuris℠: Single-employer trust solution for schools and public agency GASB 74 & 75 compliance.
• Pension Stabilization Trust: a Section 115 IRS-compliant trust designed to mitigate long-term pension volatility while providing local control and investment flexibility.
• Supplemental Employee Retirement Plan (SERP): Program designed to create incentives that effectively and efficiently increase and accelerate the retirement rate, in excess of the natural attrition rate.
• Social Security Alternative Program: The Accumulation Program for Part-time and Limited-service Employees (APPLE) Plan is an alternative to Social Security that provides budget savings for employers and retirement and payroll benefits for part-time, seasonal, and temporary employees.

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.