Retirement Plans

  • Advise clients regarding ERISA and all other aspects of qualified retirement plans, including:   
    • Profit Sharing and 401(k) Plans
    • Defined Benefit and Cash Balance Plans


  • Resolve plan defects through the IRS’ Employee Plans Compliance Resolution System, including Self-Correction and Voluntary Correction Program


  • Resolve ERISA issues through the DOL’s Voluntary Fiduciary Correction Program


  • Provide advice regarding fiduciary duties, prohibited transactions, and investment of plan assets


  • Represent clients in IRS and DOL plan audits and participant claims