The firm represents Employers (publicly-traded and privately held) of all sizes, Third-Party Administrators, Recordkeepers, Broker-Dealers, Registered Investment Advisors, Financial Institutions and others in the selection, design, drafting and proper administration of qualified retirement plans and health plans.

The firm has a high degree of experience and knowledge in dealing with all types of qualified plans including:

Section 401(k) Plans (both Traditional and Safe Harbor)


Profit Sharing Plans

Money Purchase Pension Plans

Employee Stock Ownership Plans

Defined Benefit Plans

Cash Balance Plans

Multiple Employer Plans

Governmental Plans

Non-Electing Church Plans

Self-Insured Health Plans

Cafeteria Plans

Collectively Bargained Plans

As well as other health and retirement plans and arrangements

The firm provides advice both respect to the Internal Revenue Code requirements as well as the requirements under ERISA (the Employee Retirement Income Security Act)