Our extensive experience with both defined benefit and defined contribution retirement plans enables us to deliver tailored consulting services that enhance the value of existing plans while helping plan sponsors meet their fiduciary and regulatory obligations.
When compliance issues arise, our team works proactively to identify and resolve them efficiently. We collaborate closely with experienced ERISA counsel to address complex plan matters and implement appropriate corrections, including those available under applicable IRS correction programs.
In addition, we conduct independent reviews of existing qualified retirement plans as part of plan transition or takeover engagements, providing a thorough assessment of plan design, compliance status, and administrative practices as part of the transition.
Our goal is to ensure that each plan remains compliant, efficient, and aligned with the long-term needs of the plan sponsor and its participants.
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