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Client Resources

When you work with Kidder, you enjoy access to leading qualified plan resources and technology.

Relius/Administration and Government Forms

Nationally recognized leader in plan administration software provides Kidder with ongoing updates to maintain state-of-the-art technology.

Relius/Document Management Service

We subscribe to one of America’s largest providers of plan documentation. Kidder is a regional prototype sponsor and volume submitter sponsor for both Defined Benefit and Defined Contribution Plans.

Relius Plan Design Proposal Services

This sophisticated plan design illustration software illustrates all types of qualified plan options for clients and prospective clients.

Relius Education

Kidder utilizes the industry’s leading training and education service, both as an integrated employee benefits training software program and as a single training/education opportunity.

Lynchval Systems Worldwide

We use leading edge software to develop and administer highly customized plan and benefit solutions.

Ask Kidder University

Our in-house, staff training system focuses on technical and personal skills training. It enables us to serve our clients with a highly competent and continually trained staff. The system uses many American Society of Pension Professionals and Actuaries (ASPPA) training materials. The goal is to help staff receive their Plan Administrator (PA) Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA) and Certified Pension Consultant (CPC) designations.

CCH Employee Benefits Library

IRS and Department of Labor Rules, Regulations, and Case Law are available to keep us constantly up-to-date on new and pending regulations affecting client plans.

Technical Advisory Group (TAG)

An interactive research service that serves the private pension industry.

Ask Kidder Education Services

Kidder maintains educational programs designed to assist professionals such as CPAs, financial professionals and attorneys in satisfying their various continuing education and qualified plan product knowledge requirements. From classroom programs to web-based educational opportunities, we provide value-added educational opportunities that help professionals better serve their clients.

Designated Preferred Pension Administrator (PPA) by most leading U.S. 401(k) and 403(b) investment platforms

Kidder is one of approximately 50 independent Preferred Pension Administrators across the United States that has satisfied stringent criteria for plan design and administration. PPA status enables us to provide valuable qualified plan and investment services to our clients.

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