We appreciate your need for timely, pragmatic, and cost effective solutions to pressing plan matters. Unlike many other consultants, we served in-house for many years directing the company’s operation of complex ESOP, retirement and other benefit plans. Our legal background and IRS experience further enables us to help you cut to the chase and give you practical answers. We understand what will work and what won’t when it comes to plan documentation and administrative issues.
To see some favorite issues and topics under this heading, click on a topic at right.
Contact Us for practical hands-on advice or a second opinion.