Responsive, Reliable, and Rooted in Relationships
That’s why we are the most trusted TPA firm by professionals for tax-qualified retirement plans, in business for 50 years.
Our Vision
To curate effective and personalized retirement strategies that allow our clients and their employees to secure a stronger financial future.
We do this with thoughtful plan design, exceptional service, and deep industry expertise.
150+
Plans Designs Per Year
20+
Avg. Years of Design Specialist Tenure
Our Services
We believe a great retirement solution begins with design, sustains by personalized guidance, and ends with the right tools, and the right service, to maximize outcomes.
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Traditional employer sponsored 401(k)
Safe Harbor 401(k)
Solo 401(k)
1099R
Complex plan options leveraging custom eligibility, vesting, contribution, and enrollment strategies
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Employer-funded retirement plans where contributions are discretionary.
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Traditional Cash Balance or Defined Benefit plans
Tiered or Age Based plans
Combo 401(k) and Cash Balance options to maximize tax deferred savings
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Payroll Processing
Time System and Integrated Workforce Management
Mineral HR-OnDemand
Benefits Administration
Accrual Tracking
Learn more about our Retirement and Payroll solutions.
Our Mission
To make retirement work for everyone by being the most responsive, reliable, and client-centered TPA firm in Chicago.
To learn more about our expertise and how we can help you, visit Our Services.
Our Values
Stronger Together
We exponentially amplify outcomes for our stakeholders by working as one team, and by leveraging the collective expertise and experience of our partnerships.
Obsess Over the Customer
We are committed to helpful service with accuracy and urgency, delivering an unparalleled experience.
Strive to Be Better Every Day
We put ourselves on the path of continuous improvement and view feedback as a gift. We embrace the change that is required to achieve our goals.
Do Right Things, Do Things Right
In everything we do, we act first with honesty and integrity. We strive for excellence in our execution, with an intense attention to detail.
Seek to Understand Why
We are problem solvers, and we ask questions, seeking answers using the full scope of the data, knowledge, and experience from across the partnership.
Own the Outcome
We are accountable for our individual and collective results. We follow through to help our team, clients, and partners achieve the right outcomes.
Our Story
A unique history of dedication and transformation.
For 50 years, we've been honored to serve small businesses by simplifying the complex and delivering solutions that truly matter to our clients. Our technical expertise, responsiveness, and national resources allow us to find the best solution for your problem.
Since October 2024
Karel-Gordon & Associates is a proud Strongpoint Partner.
As a Strongpoint Partner, KGA is a part of the most trusted, knowledgeable, and customer-centric retirement platform for small and medium-sized businesses. Learn More.
