Preparation of Plan Documents, Policies & Procedures

We apply our extensive experience in the law to drafting all documents necessary to ensure client plans’ conformance to the requirements of applicable law. The documents that we prepare include:

  • Agreement and Declaration of Trust.
  • Plan.
  • Summary Plan Description.
  • Summaries of Material Modifications.

We also draft and review the full range of policies for fiduciaries, such as Trustee Expense Policies, Delinquency Policies and Investment Policies, and contracts with service providers, such as investment managers, consultants, custodians, insurers and health care providers.

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