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Employee Benefits Law Group

Employee Benefits Law Group

Guidance. More than just Legal Advice.

  • What We Do
    • ESOPs
    • Mergers & Acquisitions
    • Governmental Employee Benefits
    • Retirement Plans
    • Equity & Executive Compensation
    • Health & Welfare Plans
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Employee Benefits Law Group
Home > What We Do > Retirement Plans

Retirement Plans

Plan sponsors and fiduciaries rely on Employee Benefits Law Group for all aspects of their retirement plans. Whether it’s designing and setting one up from the start, improving an existing plan or assessing a plan for compliance, we help clients build the retirement plans that meet their objectives.

We strive to act as true partners for our clients, and we work with everyone involved in a plan, including CPAs, TPAs and investment advisors. We’ll take the time to understand your goals, holistically assess your options, and then work with your benefits team to create or redesign a plan. 

Building on decades of experience, we can also hone in on common problem areas, uncover unrecognized flaws and resolve potential issues before they become tax problems with the IRS or fiduciary liabilities with the Department of Labor.

Our team helps plan sponsors understand their fiduciary duties, create the best administrative and fiduciary structure for their organization and establish best administrative and investment practices to keep them out of trouble.

Interested in improving your current plans or concerned about compliance?

We can help. Let’s talk.

We cover a wide array of retirement plans – whether sponsored by for-profit employers, tax-exempt employers, governmental agencies or religious organizations – including:

  • 401(k), Safe Harbor 401(k) and SIMPLE 401(k)
  • ESOP
  • EIAP
  • Profit Sharing
  • Traditional Defined Benefit
  • Cash Balance
  • 412(i)
  • Money Purchase
  • Target Benefit
  • SEP and SARSEP
  • IRA
  • 403(b)
  • 457(b)

“Employee Benefits Law Group really understands our business and how we want to operate.”

– Codruta Boggs, Assistant General Counsel, Molina Healthcare, Inc. 

Retirement Plans & Issues

  • Defined Contribution Plans
  • Corrective Compliance
  • Defined Benefit Plans
  • DB/DC Combo
  • IRAs
  • 403(b)
  • 457(b) and 457(f)
  • Church Plans
  • Charter School Plans
  • Multiemployer Plans/Withdrawal Liability
  • Government Examinations
  • Fiduciary Compliance
  • Team & Fiduciary Responsibilities

Retirement Team

  • Ken Ruthenberg
  • Kevin Long
  • Marcel Weiland
  • Wendy Gilligan
  • Jim Paul
  • Sheryl Bayani-Alzona

Let’s Start a Conversation

Have questions about your current benefit plan? Want to know what your benefit plan options are? Whatever your need, we’re here to help. Fill out a hassle-free request form, and one of our team members will follow up to get you on the path to success.

Get In Touch

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Our experienced team guides you in all aspects of ESOPs, M&A due diligence, retirement plans, equity / compensation, and health and welfare benefits.
Sacramento Office
916-357-5660
11231 Gold Express Dr.
Suite 108
Gold River, CA 95670
San Jose Office
408-467-3860
2033 Gateway Place
Suite 500
San Jose, CA 95110
Phoenix Office
2550 W. Union Hills Dr.
Phoenix, AZ 85027
Los Angeles Office
310-571-8896
10880 Wilshire Blvd
Suite 1101
Los Angeles, CA
90024
San Diego Office
916-357-5660
550 West B Street
San Diego, CA 92101
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