Our Firm

We provide comprehensive and actionable ERISA, tax and securities solutions.

Since our founding in 2010, we have been advising investment professionals, plan sponsors and service providers to help them manage risk and meet business goals. Our practice areas include:

  • Drafting agreements & disclosures for use with employee benefit plans
  • Consulting on plan design & compensation strategy, including all retirement plans, non-qualified plans, and ESOPs
  • ERISA and Non-ERISA plan maintenance & correction
  • Consulting on new product & service development initiatives for investment professionals and service providers
  • Providing regulatory guidance & defense on DOL, IRS, and SEC matters
  • Training & education solutions tailored to your specific needs

We are available to provide analysis and advice regarding ERISA and the Internal Revenue Code on the  following types of plans:

  • 401(k) Plans
  • Profit Sharing Plans
  • Money Purchase Pension Plans
  • Employee Stock Ownership Plans (ESOP)
  • Stock Bonus Plans
  • Defined Benefit Plans
  • Non-qualified Deferred Compensation Plans
  • Health Plans
  • Welfare Plans
  • Cafeteria Plans
  • Health Reimbursement Accounts (HRA) / Health Savings Accounts (HSA)

Our network of experienced attorneys is available to provide these services and more.  We price our services on a flat fee or hourly basis, and we can work with you to find solutions that fit your budget.  For more information, or to request a proposal, please contact us.

For More Information

For more information, or to request a proposal, please contact us.

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