Qualified and Non-Qualified Retirement Plans and ERISA Matters
We design and draft all types of qualified retirement plans, including 401(k) plans, profit-sharing plans, employee stock ownership plans (ESOPs) and defined benefit pension plans; advise clients with respect to administrative issues that arise during the lifetime of such plans; and assist clients with plan terminations, including terminations of defined benefit pension plans. We update our clients’ qualified retirement plans to preserve the plans’ qualified status under applicable federal law and secure favorable determination letters from the Internal Revenue Service as to the plans’ tax-qualified status. We also assist clients in connection with IRS audits of their plans, and with voluntary IRS programs, such as the Voluntary Compliance Resolution (VCR) Program.
