With over 40+ years of Retirement Plan Administration experience, financial advisors and those responsible for their organization’s retirement plans can count on the experts at Kushner & Company to meet all their unique retirement plan needs.
Kushner & Company’s team of retirement plan specialists provides extensive expertise, complete objectivity, and comprehensive solutions. Whatever the size and complexity of your organization, we have a solution to design and administer a 401(k) profit sharing or other retirement plan that best fulfills your and your employees’ needs. Backed with one-on-one attention from your assigned retirement expert (not a call center), we give you peace-of-mind that your plan complies with all laws and regulations and that your employees get the attention they deserve.
Some of our new and plan takeover retirement services include:
- Plan design and document preparation and plan amendments
- Summary Plan Descriptions (SPD)
- Required participant notices
- Employee eligibility and vesting determination and tracking
- Allocation of employer contributions and forfeitures
- Compliance testing and reporting
- Electronic signature-ready IRS Form 5500
- Participant Summary Annual Reports