Our services include the following:

Plan documents and SPDs

• Qualified Pension Plans--defined benefit plans, employee stock ownership plans (ESOPS), profit sharing plans, 401(k) plans, including preparation and review of adoption agreements
• Nonqualified Deferred Compensation Plans--top hat plans
• Welfare Benefit Plans--health plans, severance pay plans, medical care flexible spending arrangements
• Fringe Benefit Plans--cafeteria plans, dependent care flexible spending arrangements
• VEBAs--trust agreements and 1024 applications

Advice on plan administration

• Applications for determination letters for qualified plans
• Plan terminations
• Ongoing advice to plan administrators and fiduciaries on complying with ERISA and the Internal Revenue Code

Compliance advice

• 5500s, SARs, SMMs
• IRS' Voluntary Compliance Program
• DOL's Deliquent Filers Voluntary Compliance Program and Voluntary Fiduciary Correction Program
• DOL audits

Fiduciary advice

• Counsel to plan fiduciaries and trustees on duties under ERISA and the Internal Revenue Code
• Advice on voluntary corrections under DOL and IRS programs

Advice on benefit issues in business transactions

• Preparation and review of asset and stock purchase agreements
• Due diligence in sales
• Establishment of replacement benefit programs
• Multiemployer plan issues


• Defend employers, plans and plan fiduciaries
• Represent plan participants and beneficiaries against employers, plans and plan fiduciaries