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. Announces Jerry Callahan, Jr., CPA as New Managing Director

Kassouf & Co., P.C. Announces Jerry Callahan, Jr., CPA as New Managing Director

Kassouf & Co., P.C. announces the election of Jerry Callahan, Jr., CPA as the new Managing Director of the Firm, ... Read More
Tax Reform Bill Passes Congress

Tax Reform Bill Passes Congress

Click Here For Printable PDF On December 20, 2017, both the United States House of Representatives and the United States ... Read More
Multi-State Tax Issues

Multi-State Tax Issues

As wholesale distribution companies continue to grow and stretch their physical and economic footprint, salespersons, delivery vehicles, and support personnel ... Read More

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Qualified Plans
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