Kris Geary
Kris Geary, founder of Keystone Benefits Group, Inc., has more than 25 years of employee benefit plan experience. As President, Kris' responsibilities include consulting on retirement and employee benefit design issues, Employer/Employee communications and technical consulting. In addition, he has spent a significant amount of time helping clients, as well as CPAs and HR professionals, understand the implications of the Affordable Care Act.
Kris has been Insurance licensed and Securities registered since 1991 and is a Registered Representative and an Investment Adviser Representative through Kestra Investment Services, LLC and Kestra Advisory Services, LLC.
Kris has significant experience in the following areas:
Qualified Retirement Plans:
- Plan consulting and design
- Plan document drafting and IRS submissions
- IRS audit resolution
- Controlled group analysis
- Nondiscrimination testing
- Defined benefit plan administration
- 401(k) plan administration
- SIMPLE, SEP and IRA plans
- Employer/Trustee fiduciary compliance
- Plan fee disclosure and benchmarking
- Requirement minimum distribution planning
- Developing and deploying effect employee communication programs
Health and Welfare Plans
- Consulting on plan design
- Consumer Directed Plan design
- Product analysis
- Carrier negotiation
- Health Reimbursement Arrangement (HRA) design and administration
- Health Savings Account (HSA) – Design and effective implementation
- Flexible Spending Account (FSA) plan design and administration
- Self Funded Plans
- Captive Insurance Programs
- Wellness programs
- Benefit steerage programs (Cost and quality)
Kris is a graduate of Saint Vincent College. He is a 20+ year Member of the American Society of Pension Professionals & Actuaries (ASPPA) and has achieved the designation of Qualified Pension Administrator (QPA). Kris resides in Latrobe, Pennsylvania.
