We advise employers and business owners on all aspects of qualified and nonqualified retirement plans. We provide sophisticated and targeted analysis for plan redesign studies and funding models, including:
- Strategic counseling on plan design and negotiation of plan agreements
- Correction of plan defects and errors
- Plan compliance audits
- Reporting and disclosure
- IRS determination letter requests
- Actuarial evaluations
- Administration and recordkeeping
- Compliance testing and audits
- Employee/participant communications
- Government filings
- Investment advisory advice
- Third-party service providers
- Mergers and acquisitions
- Post-transaction integration
- Counseling in connection with IRS and Department of Labor audits
- Benefits litigation