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A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Tax-Qualified Retirement and Savings Plans

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On a daily basis, we advise our clients in connection with the following:

Plan Design and Compliance
401(k) plans
ESOPs
Traditional pension plans
Cash balance and pension equity plans

Complex Audits and Self Audits
IRS, Department of Labor and PBGC audits
Compliance self-reviews
CAP, VCR and SVP

Mergers and Acquisitions
Due diligence
Structuring covenants
Solving complex plan transitions

Fiduciary Advice
Plan investment advice to plan sponsors
Advice to investment advisors
DOL prohibited transaction exemptions