Services For Business
We provide advice and document preparation in qualified and non qualified retirement plan compliance, ERISA and related
issues and aid employers in assuring their employee compensation plans serve their goals without overwhelming their business.
A pension plan is an employee benefit that provides for retirement income. Plans come in many versions: such as 401 (k)
plans or the more traditional defined benefit plan. While a plan may be viewed as a planning vehicle for the business owner,
it should also be seen as a compensation and incentive program for employees. With employers, we negotiate the myriad rules
relating to such programs.
Focus - Business
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Plan/Trust Compliance
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Trust, Administration and Investment Companies
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Business Merger or Divestiture
