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Retirement Planning

Employer Sponsored Retirement Plans

Our firm is experienced in all types of employer provided retirement plans, such as defined benefit plans, defined contribution plans, 401k plans and ESOPS. If your business faces a compliance audit by the IRS, NYS or DOL (Department of Labor), call us for expert representation. We have dedicated ERPA (Enrolled Retirement Plan Agent) paralegal to assist us in representing you in a plan audit.

Retirement Plan Services

Our firm works closely with our business clients on their retirement plan matters, representing them in virtually every aspect, from choosing a plan that meets their business needs and representation in the event of an IRS or Department of Labor (DOL) inquiry or audit. Additionally, we have extensive experience with filings at the IRS National Office under the Employee Plans Compliance Resolution System (EPCRS) when a plan faces documentation and/or operational failures. We also work closely with our clients' third party administrators (TPAs) on plan design, compliance and operational matters.

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