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Qualified Retirement Plans

We assist clients with the design and operation of 401(k), money purchase pension, defined benefit and employee stock ownership plans, including compliance and overall tax and Employee Retirement Income Security Act (ERISA) advice. Our clients include municipalities of all sizes, state governments, small, private employers and large corporations. We also represent issuers, underwriters and investors with respect to retirement plan considerations in connection with public offering and private placement offerings.

We are deeply-experienced in the Internal Revenue Service and United States Department of Labor correction programs, determination letter process, private-letter ruling requests, funding waiver applications, and virtually all aspects of regulatory procedures.

We regularly render advice and legal opinions (including Circular 230 opinions) on diverse topics regarding retirement plans of public and private and governmental employers including tax, investment, ERISA, statutory compliance and document compliance.

We closely follow Internal Revenue Service trends and decisions to ensure that our clients get accurate, up-to-date advice on the issues that affect them.