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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.


Understanding and Interpreting Your Financial Statement

Understanding and Interpreting Your Financial Statement

The below article by Kassouf & Co. Managing Director, Gerard J. Kassouf, CPA, was recently featured in the Summer 2017 ... Read More
President Trump's Individual and Business Tax Proposals

President Trump’s Individual and Business Tax Proposals

In a recent issue of Birmingham Medical News, Kassouf & Co. Managing Director, Gerard J. Kassouf, CPA, explains the tax ... Read More
CCH Special Report: ACA REPEAL AND REPLACEMENT

CCH Special Report: ACA REPEAL AND REPLACEMENT

House Approves ACA Replacement Bill; Benefits Remain The House voted along party lines on May 4 to approve a repeal and replacement ... Read More

Services
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Qualified Plans
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