Guidance on Employee Benefits and Retirement Plans
We concentrate on the Employee Benefits and Retirement Plan needs of small and midsize companies. We attend to individuals of all ages and income levels.
Small and Midsize Businesses
Cost-effective strategies for small and midsize employers.
Individuals and Families
Financial planning for people of all ages and income levels.
Areas of Focus
ERISA Compliance
We guide clients through ERISA, advising on Title I (fiduciary duties) and Title II (tax qualification).
Retirement Plans
We provide end-to-end legal support for qualified defined contribution plans.
Benefits & Healthcare
We advise in compliance with COBRA, HIPAA, and the Affordable Care Act.
IRS and DOL Matters
We represent clients in audit and enforcement proceedings before the IRS and the Department of Labor.