SERVICES

RETIREMENT PLANS

401(k), 403(b), 457(b), cash balance plans

 

HEALTH AND WELFARE PLANS

ERISA “wrap” documents, Sec. 125 cafeteria plans, etc.

 

TRANSACTIONS –

Mergers & Acquisitions

Rollover as Business Start-Up (“ROBS”)

 

 

OTHER SERVICES
Optimizing plan design to meet business objectives
Fiduciary Training
Help conduct RFP process for service providers
Representation in IRS Appeals Process, including Tax Court
COMPLIANCE AND CORRECTIONS
Plan document review and drafting
Plan termination
Internal audits and annual testing
Corrections under the EPCRS Program of the IRS
Department of Labor investigations
IRS audits and examinations
Prohibited Transaction issues
Controlled Group and Affiliated Service Group analysis
Qualified Separate Lines of Business (QSLOB) reporting