General Advice

We provide the day-to-day advice needed by fiduciaries, administrative managers and plan providers. Our areas of proficiency include:

  • Prohibited transactions under ERISA and the Internal Revenue Code.
  • Tax qualification requirements.
  • Investment issues.
  • Questions of plan administration.
  • Applicability of state law.
  • Benefit payment issues.

Fast-changing legislative and regulatory environments call for constant monitoring of legal guidelines and requirements. We help clients stay ahead of the curve so that they can respond quickly to changes in the law. We counsel fiduciaries in considering appropriate responses, and we help client plans implement necessary changes, through plan amendments or revisions to existing policies and procedures.

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