Steve Kyburz, QPA, QKA, Managing Partner

Steve KyburzSteve graduated from Purdue University with a Bachelors of Science degree in Financial Planning. Steve holds the QPA (Qualified Plan Administrator) and QKA (Qualified 401(k) Administrator) designations through ASPPA (American Society of Pension Professionals & Actuaries) and is a member of NAACI (National Association of Actuaries & Consultants, Inc.) an exclusive 35 member group consisting of pension TPA business owners and ERISA attorneys.

Through his passion for helping businesses and business owners meet their tax deductible and retirement planning objectives, Steve has worked in the pension industry since 1988, now focusing on advanced retirement plan design and administration.

The retirement business has allowed Steve to utilize his attention to detail and his ability to effectively communicate with clients and staff. His number one business goal is to provide outstanding service to the client. Steve believes that this can be accomplished with three thoughts in mind: 1) Communication – defining the clients’ needs and objectives by asking the appropriate questions: 2) Implementation – matching the plan design with the clients’ objectives and; 3) Management – periodic client reviews and effective tools that yield the most cost-efficient and highest-level of customer service.