ERISA Compliance

We maintain a Compliance Services department staffed with ERISA attorneys to assist our clients in staying abreast of IRS and ERISA rules and other governmental regulations.

We provide:

  • Prototypes and custom designed plan documents
  • Summary Plan Descriptions
  • IRS plan filings
  • Plan terminations
  • Administrative Forms manuals
  • Forms 5500 and PBGC

Our goal is to keep our clients informed of new rules and regulations, and be proactive in keeping their Plan amended to be in compliance with any changes necessary.

Actuaries. Consultants. Administrators.