Services

WHAT CAN WE DO FOR YOU?

: PLAN SPONSORS of all sizes

We work with plan sponsors of all sizes to provide the level of service they need—from day-to-day assistance with benefits issues that arise, to communications pieces for the plan participants, to episodic assistance with special concerns.

Research/Advice
Plan Documents & Procedures
Representation Before the IRS, DOL, & PBGC
Resolving Plan Problems
Benefits Advice re Mergers & Acquisitions
Plan Compliance Assessments

Fiduciary Advice & Training
Litigation Support
Participant Claims
QDROs
Help When You Need It

: SERVICE PROVIDERS TO BENEFIT PLANS

As practitioners familiar with the challenges of working with benefits, we help other plan professionals—including TPAs, actuaries, investment professionals, CPAs, and others—effectively serve their ERISA clients, limit their liabilities and risk, resolve technical problems, and do their best work.

Practice Advice
Technical Assistance and Research
Service Agreements

Representation in Client and Service Provider Audits
Training and Continuing Education
Help When You Need It

: BENEFITS ORGANIZATIONS

As active members of the benefits community, we help benefits organizations fulfill their missions.

Active Involvement in Government Affairs
Committees
Articles and Publications

Newsletters
Help When You Need It

: CONTINUING EDUCATION & TRAINING

Our attorneys provide a variety of educational seminars and training workshops that may qualify for continuing education credit for your organization. Please contact us to see if we can fulfill your training needs.

Continuing Education & Training
Approved IRS Continuing Education Provider

AWARD WINNING

We are proud to note that our partners continue to shine in the pension industry as leaders in educating benefits practitioners throughout the country.

Alison J. Cohen, was honored by the National Institute of Pension Administrators (NIPA) during their annual conference in San Diego as the 2019 recipient of the Excellence in Education Award. The award recognizes outstanding educators within the retirement plan industry who have made significant contributions and improvements to NIPA’s educational programs. Alison not only is a frequent live presenter at various conferences and training seminars around the country, but also conducts webinars and records e-learning tools. She and Ilene H. Ferenczy have developed a certificate program for NIPA regarding the Internal Revenue Service programs that assist plan sponsors in correcting errors in retirement plan administration.

Ilene H. Ferenczy received the National Institute of Pension Administrators’ (NIPA) 2017 Excellence in Education Award at their annual conference. The recipient is chosen based on their substantial improvements and contributions to NIPA’s educational programs. The presentation speech noted her continued support for education in NIPA as a recurring speaker at various conferences and webcasts hosted by the organization.

In addition to being the recipient of these coveted tributes, Ilene is also a Fellow of the American College of Employee Benefits Counsel, the highest honor awarded to ERISA lawyers.

Ilene also was previously honored by the American Society of Pension Professionals & Actuaries (ASPPA) in 2007 by receiving their Educator of the Year Award. The award was established in 1997 to recognize outstanding educators from the national ASPPA membership who have made significant contributions to retirement plan education, including instruction, conferences, ASPPA Benefits Councils, promotion of ASPPA’s education program or preparation of excellence materials.