Qualified Retirement Plan

With decades of experience, the firm regularly advises employers of all sizes as to the selection, design and administration of qualified retirement plans. This includes designing and drafting plans of all types including Section 401(k) plans, (both traditional and safe harbor), profit sharing plans, defined benefit plans, both traditional and cash balance.

Well known on a National level, the firm, through Pamela Perdue, possesses the level of sophistication in the area of employee benefits of a large firm, while providing personal service. Lawyers of the firm take pride in being able to convert the technical morass of the laws governing employee benefits, into real world practical solutions.

Clients include large national employers, governmental employers, financial services firms, not-for-profit entities as well as sole proprietorships.

Publications of Interest

Book

Qualified Pension and Profit-Sharing Plans published by Thomson Reuters

Newsletter

Pamela D. Perdue’s Pension & Benefits Update, published twice a month by RIA

Sample Articles

Successor Liability Grows in Employee Benefit Matters— The Practical Lawyer, December, 2016

State-Based Private Employer Retirement Plans—Journal of Pension Planning & Compliance—Fall, 2016

The End of the Determination Letter Program as We Know It—Implications, Options, and Alternatives (with Model Opinion Letter)—The Practical Tax Lawyer—Spring, 2016

Dealing with Atypical Assets in Qualified Plans and IRAs—Journal of Taxation, June 2015