Where boutique service meets big-firm expertise.
.
Your Retirement Consultants in the Windy City
Our Mission
Making retirement work for everyone.
We are a client-focused retirement consulting firm based in Chicago, proudly serving the retirement needs of our clients in the small business community nationwide for 50 years. With 26 professionals on our team, including Consultants, Actuaries, and Administrators, we have built our reputation with open communication and a deep understanding of what matters most to our clients, including Sole Proprietors, Partners, and Employers.
Personal Design. Local Service. National Support.
Our local expertise, backed by the national resources of Strongpoint Partners, makes our team uniquely positioned to take on any challenge for any client.
Whether you’re a sole proprietor, such as a dentist, lawyer, or doctor, who needs a solution like a 401(k) or Cash Balance Plan, or an employer in the small business community, we can create a solution tailored for you and your business, that ensures you’ll minimize your tax liability, maximize your retirement savings, attract and retain your employees, and reduces your risk through creditor protection.
1,200+
Total Plans Administered
27
Retirement Consultants
150+
New Plan Designs Per Year
2
Actuaries
20+
Avg. Years of Design Specialist Tenure
$1.5B+
Assets Under Management
Backed by Strongpoint Partners’ national infrastructure to meet any challenge:
300+
Retirement
Consultants
~1K
New Plan Designs
Per Year
25K+
Total Plans
Administered
$40B+
Assets Under
Management
~9.5
Average Years of
Client Tenure
35+
Avg. Years of Design Specialist Tenure
Responsive, Reliable, and Rooted in Relationships
Your goals guide the retirement solutions we create.
We recognize that priorities vary within your company. Employers may focus on attracting, retaining, and rewarding key talent, while employees prioritize retiring on time. Your Human Resources team may not be most concerned with managing fiduciary responsibilities and staying compliant with DOL and IRS regulations. At Karel-Gordon & Associates, your success is our focus. You can rely on us for expert support, allowing you to concentrate on what you do best. Learn More
-
![KGA focuses on annual plan administration from January to March, including ongoing retirement plan design review, annual notices, data request management, and data cleansing and validation.]()
January - March
With an ACP/ADP testing deadline of March 15th, our team is focused on census file collection, and data verification and cleansing. We complete robust testing protocols that ensure our clients are maximizing their retirement objects while maintaining a plan compliant with constantly changing regulations.
-
![KGA focuses on milestones for Annual Plan Administration, Data Cleansing & Validation, and Annual Contributions from April to June.]()
April - June
In Q2, our team is focused on data accuracy and completeness as we begin the 5500 filing process. With ongoing support for plan participants and reconciliation procedures with record keepers underlying the data needed for 5500 production, we’re also leveraging insight to help you plan for future tax planning.
-
![KGA focuses on tasks like annual contributions, asset reconciliation, annual testing, and annual reporting from July to September.]()
July - September
As we prepare for the October 15th 5500 filing deadline we’re prioritizing any corrections, testing concerns, or outstanding data requests needed to ensure a plans ongoing compliance. We also use this window to discuss future needs, as identified by our testing and report prep, as we plan for the coming fiscal year.
-
![KGA focuses on Annual Plan Administration and Annual Reporting from October to December.]()
October - December
With all 5500’s filed, signed, and complete by October, 15th, we focus on reviewing testing procedures for the following year to adjust to any changes in regulatory guidance. We also use this time to meet with all customers to ensure their plan continues to meet their strategic objectives.
For Our Partners
Recordkeepers, Financial Advisors, and Accountants are our valued partners.
Collectively, a great advisor, recordkeeper, and third-party retirement plan administrator who prioritize client objectives, transparency, accuracy, and access, can solve any retirement need. We pride ourselves on our ability to work alongside other leading experts to design a plan that maximizes benefits and minimizes risks for any client, regardless of unique need or circumstance.
Come learn how we can partner with you to increase client success, client service, and long-term client satisfaction.
