Retirement Plan Administration and Design

Providing competitive employee benefits is essential to recruiting and retaining a satisfied workforce. Your retirement plans should meet the needs of your employees and the organization. However, increasing costs and constantly changing regulations make it difficult to determine the best plan.

Kolb+Co. retirement plan experts have an average of 15 years of experience designing, administering and supporting plans. Whether you are a large or small company we provide innovative strategies to create a plan that minimizes your costs while meeting your employees' needs.

Plan Designs

The key to an effective profit sharing, 401(k), 403 (c)(b) or defined benefit plan is design. A retirement plan should consider the needs of the company and its employees as well as the quality and cost.  Our professionals will perform appropriate testing and design a plan that is attractive to both employers and employees.

Third-Party Administration (TPA)

Our clients have found that the administration of retirement plans has become even more burdensome with the instability of the economy and ever-changing regulations.  Kolb+Co. retirement plan advisers can work with your financial adviser and remove much of your plan administration burden. You can depend on Kolb+Co. to provide personalized, reliable and responsive plan administration.

Payroll Services

Simplify your payroll administration.  Kolb+Co. payroll services professionals have expertise in payroll taxes, reporting schedules, overtime laws, and filing requirements. Our extensive expertise has helped clients streamline their payroll process and  improve productivity.  When payroll services are paired with retirement plan services, they provide a seamless interface with your plan providers.

Kolb+Co. is a full line professional services firm serving Wisconsin, the communities of Appleton, Brookfield, Cedarburg, Delafield, Elm Grove, Fond du Lac, Franklin, Germantown, Greenfield, Hartland, Kenosha, Lake Geneva, Madison, Menomonee Falls, Mequon, Milwaukee, New Berlin, Oak Creek, Oconomowoc, Pewaukee, Port Washington, Racine, Sheboygan, Waukesha, Wauwatosa, West Allis and beyond.