For over 30 years, our team of attorneys and pension consultants have worked with employers, fiduciaries, administrators, CPAs, and corporate counsel to improve plan designs, ensure compliance, build benefits teams, solve problems, implement ESOP succession strategies, and realize goals in these areas:
- Tax favored retirement plans: ESOPs, defined benefit plans, cash balance plans, 415(m) excess benefit arrangements, defined contribution plans, 401(k) plans, 403(b) plans, IRAs and 414(h) pickup arrangements, including compliance and correction.
- Non-qualified deferred compensation plans: Top hat plans, 457 plans, 3(36) excess benefit plans and phantom stock plans, including 409A compliance and correction.
- Other equity and executive compensation plans: Long-term incentive plans, SERPs, SARs and restricted stock plans.
- Health and welfare plans: ACA compliance, COBRA, MERPs, HRAs, cafeteria plans, retiree health plans, 401(h) accounts, dependent care assistance programs and VEBAs.
Our focus, experience, and dedicated resources allow us to efficiently assess each client’s unique business needs to deliver practical, best-fit solutions. Learn more about our services: