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.