Custom Retirement Solutions
At KB Pension Services, we specialize in creating customized retirement solutions that balance your business objectives with the needs of your employees. As a full-service third-party administrator, we provide expert consulting and administrative services for your retirement plans.
Our approach ensures that you receive accurate, timely information tailored to your specific goals, while your employees benefit from a secure and well-managed retirement program.
Mission Statement
We design and manage retirement plans that maximize tax savings, benefit employees, and support your business goals.
Vision Statement
To be the most trusted partner in pension administration, recognized for our excellence in service, innovative solutions, and a remote-first team that embodies accountability and collaboration. We envision a future where our clients’ success is driven by our dedication to seamless service and where our team thrives in a culture of shared ownership and continuous growth.
Bio
For nearly three decades, KBPS has partnered with business owners, advisors, and professional service firms to develop retirement plan solutions tailored to each organization's unique objectives. Our team works closely with clients to navigate the complexities of plan administration, regulatory compliance, and plan design while providing responsive, relationship-driven service. What began as a local firm has grown into a nationwide organization, leveraging a remote workforce across the United States to support clients wherever they do business.
KBPS serves a diverse range of clients, and our experience spans a variety of qualified retirement plan structures. This breadth of expertise allows us to help organizations create programs that align with their workforce needs, talent retention strategies, and long-term financial goals.
Our services include retirement plan consulting, plan design, compliance testing, government reporting, recordkeeping support, and ongoing plan administration. Through a proactive approach and deep technical knowledge, we provide accurate, timely guidance that helps clients confidently manage their retirement plan responsibilities.
Today, KB Pension Services continues to build on its longstanding reputation for expertise, service, and trusted client relationships. In 2026, KBPS joined The Cerrado Group, expanding the resources, industry knowledge, and support available to clients while maintaining the personalized attention and commitment to service that have defined the firm since its founding.
Expert Retirement Plan Support
We’re committed to supporting your success through exceptional service and expertise in retirement plan administration.
We collaborate with Plan Sponsors, financial advisors and CPAs to provide comprehensive and cost-effective retirement solutions. We work alongside brokers to design plans that align with your financial retirement goals, while our administrators partner with CPAs to create efficient plan structures tailored to each client’s objectives. Plan sponsors trust us to deliver objective expertise that maximizes the benefits of their retirement plans, ensuring both compliance and optimal performance.
