Financial Resources

Financial Resources

Overall well-being correlates closely with financial health. ELEVATE Wisconsin, our EAP and Retirement Plan providers have resources that can help you manage your current financial needs and plan for your future.

Optum Financial Wellness Benefits

Financial wellness resources through Optum can help you increase your savings, lower debts and improve credit — so you can dial down financial stress.

  • Online financial stress assessment
  • Self-directed online learning modules on credit, debt, and budgeting
  • Financial calculator to assess your current situation
  • Tax consultation and preparation
  • 25% discount for preparation of all personal income tax documents
  • 2 calls with a money coach – 100% confidential

Browse as a Guest with our company access code, jjkeller, or create an account right away.

Retirement Savings

J. J. Keller offers Retirement Saving Plans to all associates, based on their employment status (Full-Time, Part-Time, Part-Time Limited) and eligibility.

Click on each plan title to access financial resources.


401(k)

The Company provides a 401(k) Savings and Retirement Plan for eligible associates. This is an easy and effective way for associates to save for retirement.

  • Full-time associates are eligible to participate in the 401(k) plan immediately upon employment with no waiting period.
  • Automatic Enrollment: New full-time associates will be automatically enrolled in the plan at the 5% pre-tax contribution rate unless they elect differently.
  • Part-time and temporary associates are eligible to participate in the 401(k) plan after working 1000 hours in a consecutive 12-month period.
  • Newly eligible associates will receive a Welcome Letter and PIN mailed to their home from OneAmerica. The PIN will allow the associate to log into the OneAmerica website or call OneAmerica at 1-800-858-3829 to make changes to the default elections.

Profit Sharing

The Company contributes a portion of its profits to the J. J. Keller Profit-Sharing Retirement Plan on an annual basis. The amount of contribution is determined by the Board of Directors and is based on the Company’s earnings and profits for the prior business year. An associate’s share of the Company’s annual contribution is based on earnings during the prior business year.

  • Associates are eligible to participate in the Profit-Sharing plan when they have met the following three criteria:
    • Have been employed prior to July 1;
    • Have completed six (6) months of consecutive employment; and
    • Have worked 500 hours during the business year.
  • After the original participation requirement has been met, associates will be eligible to receive a contribution each year they have:
    • Worked 1000 or more hours with the Company; and
    • Remain employed on the last workday of the business year.

*See the Associate Handbook for more detailed information.

J. J. Keller Kares

If you have experienced an emergency or unexpected personal hardship, the J. J Keller Foundation may be able to help. The J. J. Keller Kares Emergency Fund is specially designed to provide strength and hope in challenging times.