Retirement Plans

  • Compliance and Technical Services
  • Requests for Proposals and Service Provider Searches
  • Voluntary Corrections Filings
  • Reporting and Disclosure
  • Plan Audit Issues and Corrections
  • Defect Self-Corrections
  • Administrative Support
  • Mergers & Acquisitions
  • Government Agency Audits
  • Employee Stock Ownership Plans, Set-Up and Maintenance
  • Plan Fiduciary Representation
  • Plan Document and Summary Plan Descriptions and Wrap Plan Documents
  • Reporting and Disclosures
  • Pharmacy Benefit Management Contract
  • COBRA
  • Registered Investment Advisor Representation
  • Third Party Service Provider Contracts
  • Claims Procedures and Appeals
  • Consultant Agreements
  • Disability Plan Design, Structures and Claims
  • Pre-Litigation Case and Claim Management and Process
  • Prohibited Transactions
  • Section 403(b) and 457 Plans
  • Full Legal Services Advisory Program for Plan Trustees