KAREL GORDON & ASSOCIATES

Karel-Gordon & Associates is a pension consulting, actuarial and administration firm based in Deerfield, Illinois. Since our inception in 1975, the firm has been working in partnership with financial advisors, tax professionals, and attorneys to create innovative qualified retirement plans... Our speciality lies in the design, installation, and annual administration of retirement plans for closely-held business owners looking to maximize retirement savings and seeking the optimal tax-deductible contribution. Our goal is to creatively apply the technical requirements of the tax code to design a retirement plan that achieves the employer's financial objectives on an annual basis. Often this allows business owners to maximize contributions beyond Defined Contribution limits while minimizing or reducing employee cost. All work performed on a Karel-Gordon designed Plan from initial plan design through annual administration is completed by our experienced team.

Also known as: Karel-Gordon

Primary location: Deerfield United States