Retirement Plan Services

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, we give you peace-of-mind that your plan complies with all government laws and regulations and that your employees get the attention they deserve.

Some of our new and plan takeover retirement services include (this is not an exhaustive list):

• 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
• Required IRS Form 5500
• Participant’s Summary Annual Reports