Areas of Practice

Consulting

Plan design, funding, installation, conversion,administration,compliance and benefit studies for qualified and non-qualified retirement plans.

• Competitive Retirement Plan Benefit Analyses

• Plan Sponsor and Participant communications

• Board presentations,enrollment meetings, and IRS compliant statements

• IRS/DOL/Internal Plan Audit Support

• Plan Document/Amendment Drafting

• Development of Investment Policies/Strategies

• Valuation of Life Insurance Trusts and Annuities

• Preparation of QDRO's

• Unbiased Investment/Recordkeeper Vendor Analysis