top of page

Benefits for Tax-Exempt & Governmental Organizations

 

The firm advises tax-exempt and governmental entities on the special rules that apply to the employee benefit plans of these employers.  We assist clients with benefit plan design, drafting of plan documents, plan administration, tax compliance, plan corrections, review and negotiation of plan service provider agreements, ERISA coverage, ERISA and state law fiduciary issues, and examinations by the IRS and Department of Labor, as these issues apply to plans that include: 403(b) plans; 457(b) plan; 457(f) plans; governmental 401(a) plans; governmental excess benefit arrangements; health and welfare plans, and fringe benefit arrangements.

bottom of page