Trust our retirement specialists to build individualized plans for your organization.

Kushner & Company’s team of retirement plan specialists provides extensive expertise, complete objectivity, and comprehensive solutions. Whatever the size and complexity of your organization, we have a solution to design and administer a 401(k) profit sharing or other retirement plan that best fulfills your and your employees’ needs. Backed with one-on-one attention from your assigned retirement expert, we give you peace-of-mind that your plan complies with all government laws and regulations and that your employees get the attention they deserve.

    Some of our new and plan takeover retirement services include:

    • Plan design and document preparation and plan amendments
    • Summary Plan Descriptions (SPD)
    • Required participant notices
    • Employee eligibility and vesting determination and tracking
    • Allocation of employer contributions and forfeitures
    • Compliance testing and reporting
    • Required IRS Form 5500
    • Participant’s Summary Annual Reports