Plan Design and Documents

Choosing the right plan design for your organization and employees is the most important aspect of establishing and maintaining a retirement plan. We assist you by first reviewing all of your goals and objectives, and then offering solutions and recommendations after comparing the implications and costs of various options. In the end, you will have the best plan design to fit your objectives and that maximizes employee retention and engagement.

After designing your plan, we can draft a complete plan documents package, including the required Summary Plan Description, using our own IRS-approved volume submitter documents. And with Kushner & Company, it's not a once-and-done process. We'll proactively consult with you and maintain the documents as the law and/or regulations change, keeping you abreast of all options when amendments and restatements are necessary.

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2427 W. Centre Ave.
Portage, MI 49024
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Phone: (269) 342-1700
Fax: (269) 342-1606
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