RETIREMENT IS EASY - RETIREMENT PLANS ARE NOT


Retirement plans including 401(k) Plans, Profit Sharing Plans, Defined Benefit Plans and Cash Balance Plans are governed by a complex network of rules and regulations that can leave you feeling confused and frustrated.

Let us help you simplify the process. We would be happy to discuss any retirement plan issues that you may have in easy to understand terms and assist you in resolving those issues efficiently and effectively.

  • QDRO (Qualified Domestic Relations Order) preparation and review.
  • IRS' corrections programs to correct plan and operational issues
  • DOL corrections programs
  • Evaluating participants claims for retirement plan benefits
  • Evaluating retirement plans in mergers and acqisitions
  • Controlled group / affiliated services group evalaution
  • Assistance with DOL and IRS audits
  • Assistance with the evaluation of TPA (Third Party Administrator) duties / proposals / negligence
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