Retiree Solutions

Helping Organizations Plan for Tomorrow While Meeting Today's Commitments

At Keenan, we help public agencies, schools, and other organizations manage retiree benefit obligations with greater confidence. Our retiree solutions are designed to support long-term financial sustainability, reduce administrative complexity, and help organizations meet evolving regulatory and fiduciary requirements.

By combining consulting, funding strategies, compliance expertise, and ongoing support, we help organizations build retirement programs that serve both retirees and future generations.

How We Support Retiree Programs

Managing retiree benefits requires thoughtful planning, sound financial strategies, and ongoing oversight. We help organizations evaluate liabilities, develop funding approaches, and implement programs designed to support long-term stability.

Our services include:

• OPEB (Other Post-Employment Benefits) consulting and funding strategies
• GASB 74 and GASB 75 trust solutions
• Pension stabilization trust programs
• Supplemental Employee Retirement Plans (SERP)
• Social Security alternative programs (APPLE Plan)
• Retirement program compliance and administration support

Our goal is to help organizations meet retiree commitments while maintaining budget flexibility and fiscal responsibility.

Solutions Designed for Public Sector Organizations

We offer a range of solutions tailored to the unique needs of public agencies and educational institutions.

OPEB Funding and Compliance Solutions

We help organizations evaluate retiree health care liabilities and implement funding strategies that support long-term sustainability and compliance.

Trust Solutions

Our trust programs help organizations manage OPEB obligations and comply with GASB reporting requirements.

• MuniMET for multi-employer trust arrangements
• Futuris℠ for single-employer trust solutions

Pension Stabilization Trusts

Designed to help organizations address pension cost volatility while maintaining local control and investment flexibility.

Supplemental Employee Retirement Plans (SERP)

Programs that support workforce planning and retirement transition objectives.

Social Security Alternative Programs

The APPLE Plan provides an alternative retirement benefit solution for eligible part-time, seasonal, and temporary employees.

Why Retiree Planning Matters

Retiree benefits represent a long-term commitment that requires careful financial management. Effective planning can help organizations:

• Manage future liabilities responsibly
• Improve budget predictability
• Meet accounting and reporting requirements
• Reduce administrative burden
• Support retirees through well-managed programs

By taking a proactive approach, organizations can strengthen financial stability while honoring commitments to current and future retirees.

Why Organizations Choose Keenan

Organizations partner with us because they need more than compliance support. They need a trusted advisor who understands the long-term impact of retiree benefit decisions.

Our approach includes:

• Deep public-sector expertise
• Integrated consulting, funding, and compliance support
• Customized strategies aligned with organizational needs
• A focus on long-term sustainability and fiscal stewardship
• Ongoing guidance as regulations and requirements evolve

By combining technical expertise with practical implementation support, we help organizations navigate complex retirement obligations with greater clarity and confidence.