A comprehensive program that provides all the needed elements for GASB 43 & 45 compliance from a single source while providing assistance with meeting the public agency's fiduciary obligations.
The Supplemental Employee Retirement Plan (SERP) is an IRS-qualified plan that provides retiring employees with an income in addition to their normal STRS or PERS monthly pension payment.
The Accumulation Program for Part-time and Limited-service Employees (APPLE)
is an alternative to Social Security designed specifically for public agencies.
Elite Choice provides investment options that complement your employees' retirement goals and investment experience, including managed portfolios and self-directed options based on personal tolerance for investment risk.
Envoy is a premier provider of third party retirement plan administration services serving the needs of California public school districts, community college districts and county offices of education.
Keenan & Associates California Department of Insurance Lic. No. 0451271
