Services

ERISA Compliance

Our Compliance Services department is staffed with ERISA attorneys who assist our clients in plan design and compliance. Our goal is to help our clients design and maintain employee benefits plans that help attract and retain long-term, quality employees.

We provide:

  • Plan documents for a wide variety of retirement plans and health and welfare plans
  • Summary Plan Descriptions
  • Plan Amendments & Resolutions

We assist with:

  • Forms 5500 and PBGC filings
  • IRS plan filings
  • Plan interpretation
  • Participant communications
  • Understanding IRS, ERISA and ACA rules and other governmental regulations
  • Plan terminations
  • Technical Plan Sponsor Guidance
AICPA