Retirement Plans

The Employee Benefits and Compensation Group focuses on the legal needs of employers and fiduciaries in designing and administering their employee benefit programs. We pride ourselves on providing benefit solutions that meet the business needs of our clients while providing advice on retirement plan design and the myriad tax, ERISA, securities, accounting, and business implications for public and private employers.

Our Services 

We advise and support our clients on a wide range of tax-qualified retirement plans, including:

  • Pension plans, including money purchase plans and cash balance plans
  • Profit-sharing plans, including 401(k) plans 
  • Multiple employer plans (MEPs)
  • Retirement plans covering unionized employees, including multiemployer and Taft-Hartley pension plans 
  • Employee stock ownership plans (ESOPs) 

Our work ranges from advising on the creation and development of plan design changes, to work related to mergers and acquisitions, to representing clients before the Internal Revenue Service, the Pension Benefit Guaranty Corporation, and the Department of Labor. We regularly review agreements between plan sponsors and their vendors, including investment contracts and service agreements. In recent years, a significant portion of our practice has focused on the identification and correction of plan compliance issues and the effective utilization of governmental correction programs. 

Our Team

Our team members have years of experience assisting clients with their retirement plans. We regularly speak and write on retirement-related matters, with our work being highlighted in publications such as The Journal of Retirement Planning.

Our Team