Retiree Solutions

Our retirement solutions enhance budget stability and regulatory compliance while providing valuable services to your retirees.

A retiree looking for solutions

Comprehensive Solutions for Retirement Programs

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 creating budget stability, reducing administrative burdens, and ensuring 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): A 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.

Cost-Saving Solutions

We can help your district or municipality deal with budget issues.

Alden Yi
Director, Keenan Financial Services

Meet Our Subject Matter Experts

Alden Yi ensures the success of Keenan’s financial services solutions including CompleteCare, SERP, HRA, APPLE, and Futuris programs. His areas of expertise include Retirement and Pension Programs for Public Agencies.

Learn More About Our Experts