Tax-Qualified Retirement Plans

Our team advises private sector and tax-exempt employers and plan fiduciaries on the design, administration, termination, and investments under all types of tax-qualified plans, including:

• Pension or defined benefit plans;
• Cash balance and pension equity plans; and
• Profit-sharing, 401(k), 403(b), ESOPs and other stock bonus plans.

We regularly work with a broad range of stakeholders, including boards of directors, retirement plan administrative committees, and investment committees on regulatory compliance and plan investments, including the preparation of board and committee packages affecting plan amendments and design changes. Our team counsels clients on the overlap between a collective agreement and the qualified plan requirements, and in matters relating to the Uniformed Services Employment and Reemployment Rights Act (USERRA) and the Age Discrimination in Employment Act (ADEA) as they relate to the design and operation of retirement plans.

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