Qualified 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

We administer 401(k) plans, profit sharing plans, cash balance plans and welfare benefit plans.


Kassouf & Co., P.C. Financial Planner Michelle G. Carney, CFP® honored with 2018 Jack Davis Professional Achievement Award

Kassouf & Co., P.C. Financial Planner Michelle G. Carney, CFP® honored with 2018 Jack Davis Professional Achievement Award

Michelle G. Carney, CFP® Financial Planner, Kassouf & Co. Kassouf & Co., P.C. Financial Planner Michelle G. Carney, CFP® was ... Read More
2019 Coding Update with Kim Huey, MJ, CHC, CPC, CCS-P, PCS, CPCO, COC

2019 Coding Update with Kim Huey, MJ, CHC, CPC, CCS-P, PCS, CPCO, COC

As 2018 draws to an end, so do your chances to prepare for the ICD-10, HCPCS, CPT and Medicare policy ... Read More
CCH Tax Briefing: U.S. Supreme Court Wayfair Decision

CCH Tax Briefing: U.S. Supreme Court Wayfair Decision

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Qualified Plans
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