Meet Jenn Kerr

Jenn Kerr is a retirement plan specialist with over 25 years of experience in pension design, fund administration, and tax strategy. She works with proactive tax advisory firms to help high-income business owners use defined benefit and cash balance plans to reduce six-figure tax exposure through structured, compliant pension design. With a career spanning municipal pension funds, 401(k) advisory, and complex plan administration across billions in assets,

Jenn brings rare depth to a highly specialized space — translating technical plan design into real, measurable tax savings for business owners who are ready to take a more strategic approach to retirement.