Kassouf Retirement Plan Services, LLC provides employee benefits consulting and third-party administrative services for qualified retirement and employee benefit plans. We help you through the entire plan process: design, implementation, monitoring services, and administrative support.
Our highly trained staff of employee benefits professionals administer retirement and benefit plans, including:
- 401(k) profit sharing plans
- 403(b) plans
- Cash balance pension plans
- Cafeteria plans
Our goal is to reduce the administrative burdens on your benefits department and help your company provide the greatest benefit to its employees. We offer a variety of services, ranging from an analysis of plan alternatives and tax compliance services to ongoing administration.
New plan design, implementation and consultation:
- Design a benefit plan that meets the needs and goals of your company or a review of your current plan
- Adoption of pre-approved prototype plan documents
- IRS submission for approval of customized plans
- New comparability/cross-tested
- Employee communication and seminars
- Assistance with IRS and Department of Labor audits
Our comprehensive annual administrative services includes the following:
- Determination of key employees and highly compensated employees
- Comprehensive compliance testing
- Participant eligibility determinations
- Contribution calculations
- Employee vesting determinations
- Participant distributions and loans
- Preparation of plan financial statements
- Preparation of Form 8955-SSA filing to the Social Security Administration
- Preparation of summary annual report and annual account statements for participants
- Preparation of Form 5500 annual filing to the Department of Labor
- Administration of 401(k) plans, profit sharing plans, cash balance plans and welfare benefit plans.