While our offices are currently closed due to the COVID-19 pandemic, we are fully operational and working remotely to continue to serve our clients and their participants.

Plan Document Services

For most all qualified and nonqualified retirement plans, both ERISA and the Internal Revenue Code require that a plan document and its related Summary Plan Description (SPD) is created and maintained outlining the provisions of the plan. Such provisions must include eligibility criteria for the plan, a listing of entry dates for participation; the contribution mechanisms to the plan; events that would allow distributions under the plan; the actual benefits of the plan in detail; and certain participant appeals and complaint rights.

Kushner & Company assists employers in reviewing their existing plan documents for compliance, and in creating new or amended plan documents for their attorneys to review.

Kushner & Company’s plan document services team will produce a plan document with an IRS Opinion Letter tailored precisely to each employer’s needs.