Kyle Bonds, ERPA, QPA, QKA

Kyle Bonds is a Principal of the firm and Director of the firm’s Benefit Consultants Division. He has more than 25 years of experience working with qualified retirement plans. Kyle’s primary responsibilities include leading the Benefit Consultants team, plan design and consulting.

Education

• Bachelor of Science in Accounting
  Southwestern Oklahoma State University, Weatherford, OK
• Master of Business Administration
  Southwestern Oklahoma State University, Weatherford, OK

Professional Affiliations

• American Society of Pension Professionals & Actuaries
• National Tax-deferred Savings Association
• National Association of Plan Advisors
• Enrolled Retirement Plan Agent

Community Involvement

• Blanchard Youth Sports Association, Board Member 2013-2016
• Central Oklahoma Youth Basketball Association, Basketball Coordinator 2014-2016

Ask Me About

• Which retirement plan best meets your goals
• How your business may have outgrown its SEP
• Pairing a cash balance plan with your 401k plan
• My passion for the outdoors
• My journey from Oklahoma to Florida