401k & Employer Retirement Plans
Corporate Retirement Plans That Work for Your Business and Your People
Offering a competitive retirement plan is one of the most meaningful things you can do for your employees, and one of the most complex to manage well. At Keeler & Nadler, our retirement plan advisors partner with small to mid-sized businesses to design, manage, and optimize plans that work for your organization and the people who depend on it.
Retirement Plans Built for Businesses Like Yours
Managing a corporate retirement plan means navigating investment selection, regulatory compliance, fiduciary responsibilities, and employee engagement, all at the same time. Most HR Directors and CFOs are doing this alongside everything else on their plate. We serve as your dedicated retirement plan advisor, bringing the expertise, structure, and ongoing oversight your plan deserves so you can focus on running your business.
What We Offer
Plan Design and Implementation
No two businesses have the same goals, workforce, or budget. We help you design a retirement plan structure, from a 401(k) or 403(b) to a Cash Balance Pension Plan, that aligns with your business objectives and supports employee retention and participation.
Maximizing Tax Deductions
If lowering the tax liability to the owner is the objective, and the business is highly profitable, a combination of retirement plan types can potentially offer an almost unlimited tax deduction if structured properly.
Fiduciary Oversight and Support
As a plan sponsor, you carry fiduciary responsibility for your employees’ retirement assets. We help you understand and fulfill that responsibility, providing documented processes and ongoing guidance to reduce your liability and keep your plan compliant.
Investment Selection and Monitoring
We evaluate and monitor your plan’s investment lineup on an ongoing basis, ensuring your options remain competitive, cost-effective, and appropriate for your employee base. No proprietary products.
Fee Benchmarking and Vendor Management
Plan fees can erode employee savings over time without anyone realizing it. We regularly benchmark your plan’s costs against the market and work with you to ensure you’re getting fair value from your recordkeeper and other service providers.
Employee Education and Engagement
A retirement plan only works if employees use it. We provide education and communication support to help your workforce understand their options, increase participation, and make informed decisions about their financial futures.
Ongoing Plan Reviews
Regulatory requirements change. Your workforce evolves. We conduct regular plan reviews to make sure your retirement plan stays compliant, competitive, and aligned with your goals as an employer.
Why Keeler & Nadler
Independent and Objective
We don’t sell proprietary products or earn commissions. Our recommendations are based on what’s right for your plan and your employees.
Fiduciary by Design
We act as a fiduciary advisor to your plan, meaning we are held to the highest standard of care in the advice we provide.
Comprehensive Perspective
Our background in comprehensive wealth management gives us a deeper understanding of how retirement plans fit into your employees’ broader financial lives and how to communicate that value to your workforce.
Local and Accessible
We’re based in Dublin, Ohio and work closely with businesses throughout the region. You’ll always have a real advisor to call.
Frequently Asked Questions
We advise on 401(k) plans, 403(b) plans, and Cash Balance Pension Plans. We work with you to determine which structure makes the most sense for your business size, goals, and workforce.
As a fiduciary, we are legally obligated to act in the best interest of your plan participants. This means objective investment recommendations, transparent fee structures, and documented processes that help protect you as a plan sponsor.
We provide a structured, documented advisory process that demonstrates prudent decision-making on behalf of your employees. This includes regular investment reviews, fee benchmarking, and compliance support.
We conduct formal reviews on a regular basis and are available throughout the year as questions or changes arise. Our goal is to be a proactive partner, not just an annual check-in.
We work with small to mid-sized businesses managing retirement plans ranging from $2M to $50M in plan assets. If you’re not sure your plan qualifies, we’re happy to take a look and give you a straightforward answer.
The Right Retirement Plan Changes Everything
For your employees, it’s the difference between retiring with a solid financial foundation and arriving at retirement unprepared. For your business, it’s a competitive advantage that attracts and retains the people you want to keep. Let’s build one that delivers on both.