Serving Trusted Partners

Our deep industry expertise fosters valuable partnerships.

Our Commitment

A partnership with accessibility and responsiveness.

We are here to collaborate to ensure plan compliance, administration, and success. We coordinate with Recordkeepers for accurate plan reporting, with Advisors to support employer and employee needs, and with Accountants to align financial reporting and ensure tax compliance. We aim for a high level of satisfaction with our shared clients, taking a great deal of care to establish and maintain strong relationships.

The Most Trusted TPA by Professionals

Recordkeepers, Accountants, and Financial Advisors are KGA’s valued partners.

KGA is proud to have partnered with Recordkeepers, Accountants, Financial Advisors, CPAs, and attorneys for decades. Our relationship with these trusted partners, like you, will always be highly valued by our team. Our reputation for responsive service and accurate, personalized plan administration has made us a premier partner for retirement solutions in Chicago and nationwide. We don’t take that recognition lightly, which is why we are committed to providing collaboration and partnership.

Karel-Gordon & Associates: four tall skyscrapers seen from below against a blue sky.

Our Expertise

Our team maintains 20+ retirement experts.

“Having been in business 50 years this year, we have truly seen it all. Every day, we focus on delivering innovative solutions to small business owners that are backed by great service and deep subject matter expertise. As we continue to grow and evolve, our goal remains the same- to be a trusted, easy-to-work-with resource that brings real value to our clients and referral partners in meaningful ways. Our team is deep in knowledge and understands the importance of great service. We take pride in being a long-term partner to the businesses we serve and are committed to helping them navigate every stage of growth. We’re excited for what’s ahead and remain focused on evolving alongside our clients’ needs.”

– Holly Danziger, Partner


ASPPA Credentials

19


Enrolled Actuaries

2


Qualified 401(k) Administrators (QKA)

8


Cash Balance Specialists (CBS)

2


Qualified 401(k) Consultants (QKC) 

2


Qualified Pension Administrators (QPA)

4


Certified Pension Consultants (CPC)

1


Enrolled Plan Agents (ERPA)

2

We’re Here to Help

Are you a Recordkeeper or Advisor? Our team would love to work with you.