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.

CCH Tax Briefing: Administration’s 2017 Tax Reform Outline

White House Calls For Big Individual And Business Tax Cuts, And More President Trump has unveiled a tax reform outline ... Read More

Succession and Talent Management

In the most recent issue of the Birmingham Medical News, Jerry Callahan discusses "Succession and Talent Management."  Looking at the ... Read More

Our New Location

In our eighty-fifth year, Kassouf & Co., P.C. is proud to announce our new location as of November 21, 2016 2101 Highland Avenue South Suite ... Read More

Business Consulting
Estate Administration
Estate Planning
Family Office Services
Finanacial Outsourcing
Financial Planning
Healthcare Consuling
Income Tax Planning
Litigation Support
Qualified Plans
Tax Compliance
Wealth Advisory Services