Keenan Financial Services, a division
of Keenan & Associates,
brings together experts in all areas of retirement planning to
meet your fiduciary, planning, investment, administrative and
compliance needs.
For your agency, we assist in managing
your fiduciary responsibilities, reduce administrative burdens
and ensure compliance with all regulations including Governmental
Accounting Standards Board (GASB) guidelines 43 & 45. We
handle all third party administration and manage all compliance
needs for your qualified plans.
For your employees, we provide qualified
and non-qualified pension plans, supplemental early retirement
pension plans (SERP) and an alternative to Social Security
plan for part time employees (APPLE). Our governmental 403(b)
and 457(b) deferred compensation plans provide extensive options
for your employees based on their individual risk tolerance
and offer investment opportunities that adjust with your employees’ changing
needs. We are committed to assisting your employees identify
and achieve their retirement goals.
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!