Cohen Retirement Corp
Cohen Retirement Corp
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Making Your Future a Success

Making Your Future a SuccessMaking Your Future a SuccessMaking Your Future a Success

Plan for tomorrow today!

Contact Us

(516) 547-7567

Making Your Future a Success

Making Your Future a SuccessMaking Your Future a SuccessMaking Your Future a Success

Plan for tomorrow today!

Contact Us

(516) 547-7567

About Us

What We Offer

We have years of experience helping clients meet their retirement plan goals. Ask us about:

  • Plan design for 
    • Defined Contribution Plans
      • 401(k) Plan
      • Profit Sharing Plan
    • Defined Benefit Plans
      • Cash Balance Plan
      • Traditional Defined Benefit Plan
  • TPA (Third Party Administration) for Retirement Plans
    • Annual compliance testing
    • 5500
    • Distributions and loans
  • Maximizing contributions for owners 
  • Assistance with annual audits for large plans 
  • 401(k) employee education


Committed to Service

Every successful strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call or email us today to find out how we can get you set up with or improve your company retirement plan.



President and CEO

Jacob Cohen - President of Cohen Retirement Corp. 401k TPA.

Jacob Cohen

Jacob began his career in 2018 at Willis Towers Watson as an Actuarial Analyst. After working with several Fortune 500 companies, Jacob worked for Improved Funding Techniques, Inc. where he developed the skills necessary to consult on defined contribution plans for small to medium size companies. He took this knowledge to create Cohen Retirement Corp. in 2021 in order to make a TPA (Third Party Administration) firm focused on results and great customer service.

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