Kyle Bonds, ERPA, QPA, QKA

Kyle Bonds is a Manager in the Firm’s Benefit Consultants Division.

He has more than 20 years of experience working with qualified retirement plans. Kyle’s primary responsibilities include managing 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

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
• The last ten years as a little league coach
• My journey from Oklahoma to Florida