Our Expertise
Actionable ERISA, tax, and securities guidance from a national network of experienced attorneys.
Since our founding in 2010, we have been advising investment professionals, plan sponsors, and service providers to help them manage risk and meet business goals. Our network of experienced attorneys is available to provide these services and more.
Plan Corrections
As retirement plans grow more complex and prone to errors, established correction programs offer a way to resolve issues like missed deferrals, loan mistakes, and late filings.
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Lifetime Income
Participants and plan sponsors desire safe processes that support lifetime income solutions. Providers are working to meet market demand and solve for participants' needs.
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Managed Accounts
Advisor managed accounts are personalizing retirement plans and putting advisors at the helm—unlocking new value and requiring smarter oversight.
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