Qualified Plan Consulting (401k/403b)

Maximize the potential of your retirement plans

We provide qualified and non-qualified retirement plan consulting through our independent financial services firm, KELLY Advisory.  With a comprehensive understanding of retirement plans and employee benefit programs KELLY Advisory  can help you design a retirement plan that suits both the culture of you company and the needs of your workforce, while keeping you educated on fiduciary standards.

Our Services Include:

  • Plan Design Assistance and Investment Consulting
  • Compliance and Fiduciary Education
  • Single Sign-On (SSO) Retirement Plan Access with KTBSonline
  • 360˚ Payroll Integration 
  • Financial Wellness Program and Participant Education

Learn More

The Kelly Family Crest

The Kelly Family Crest

With its Latin inscription, “Turris Fortis Mihi Deus,” meaning “God is our Tower of Strength,” the Kelly Family Crest summarizes the original and ongoing inspiration of the company.

Learn More

A Total Benefits Solution<sup>®</sup>

A Total Benefits Solution®

KELLY Benefit Strategies provides solutions for employers of all sizes

Learn More

Contact us.

How can KELLY benefit you? Contact us today to learn more about our benefits, payroll, and workforce management solutions customized and integrated to meet your needs.

Contact Us

Headquarters

1 Kelly Way
Sparks, MD 21152

P410 527 3400
TF800 972 7227