Keenan Financial Services
Keenan Financial Services, a division of Keenan & Associates, brings together specialists in many areas of retirement planning to help 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 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!
Futuris provides all the needed elements for GASB 43 & 45 compliance
The Supplemental Employee Retirement Plan is designed exclusively for schools by Keenan & Associates
The Accumulation Program for Part-time and Limited-service Employees (APPLE) Plan is an alternative to Social Security
Click here to see our Keenan Financial Services Management Team.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities licensed associates of Keenan & Associates are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of American in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Keenan & Associates and NPC are separate and unrelated companies.
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