Kushner & Company

07/28/2026

We've written a white paper on the new Trump Accounts and the optional employer Trump Account Contribution Program (TACP).
https://conta.cc/4yKI553

Email from Kushner & Company   July 28, 2026   Employer Contributions to New IRC Section 128 Trump Account Contribution Program We've published a whitepaper on the new Trump Accounts and the optional

07/17/2026

Our President Gary Kushner is presenting a course for the SBAM Academy. Here's the link to register: https://www.pathlms.com/sbam/courses/253921

06/29/2026

As we explained previously, funding for the Patient-Centered Outcomes Research Institute (PCORI) was supposed to end with filings and fees for plan years that began before October 1, 2019. In the words of the great philosopher Emily Litella, “Never mind.”
https://conta.cc/4f9yOeX

Email from Kushner & Company   June 29, 2026   PCORI Filings and Fees (2026 Edition) As we explained previously, funding for the Patient-Centered Outcomes Research Institute (PCORI) was supposed to en

06/02/2026

Ah, the 1990’s was a great time. Madonna’s “Vogue,” Jon Bon Jovi’s “Blaze of Glory,” Bryan Adams’ “Everything I Do for You,” and Whitney Houston’s “I Will Always Love You” played on your Sony Walkman. The iPhone was a decade away, which meant people only worked eight hours a day, not being on-call throughout the evening and on weekends.

And now, a return to having an at least annual paper statement for your 401(k) participants.
https://conta.cc/3S1Fy5v

Email from Kushner & Company   June 2, 2026   Back to the 1990's - Annual Paper Statements for 401(k) Plan Participants Ah, the 1990's was a great time. Madonna's "Vogue," Jon Bon Jovi's "Blaze of Glo

06/01/2026

Starting in 2007, the Tax Relief and Health Care Act of 2006 (TRHCA) requires that the IRS release the upcoming year’s new HSA limits prior to June 1st. Thus, we now have the 2027 HSA limits as follows.
https://conta.cc/4dQuhMD

Email from Kushner & Company   May 29, 2026   IRS Releases 2027 HSA Plan Limits and Plan Designs Starting in 2007, the Tax Relief and Health Care Act of 2006 (TRHCA) requires that the IRS release th

05/25/2026

In remembrance.

03/19/2026

New DOL Rules on Electronic Disclosure (and Yes, Paper Benefit Statements)

Congress and the US Department of Labor (DOL) apparently have a humorous side (who knew?). In a throwback to the 1990s, defined contribution plan sponsors must now provide at least one paper statement to participants each year, unless participants opt-in to receive them via electronic receipt.

03/09/2026

New DOL Rules on Electronic Disclosure (and Yes, Paper Benefit Statements)

Congress and the US Department of Labor (DOL) apparently have a humorous side (who knew?). In a throwback to the 1990s, defined contribution plan sponsors must now provide at least one paper statement to participants each year, unless participants opt-in to receive them via electronic receipt. SHRM

https://www.kushnerco.com/new-dol-rules-on-electronic-disclosure-and-yes-paper-benefit-statements

12/12/2025

Kushner & Company continues to believe that giving back to its communities throughout the year is an important value. For more than a decade, we've supported the Portage Community Center's Adopt-a-Family at the holiday season. This year we loaded up Santa's sleigh and dropped off gifts for three families and all their members. ❤️