Government Agency – Advocacy & Defense

Even the most diligently administered plan may encounter errors in plan administration or come under scrutiny by a regulatory agency. These times naturally create anxiety and increase the potential cost of the plan. Our strength lies in providing clear, understandable, and practical advice to help our clients to efficiently resolve any situations that do arise, including:

• Correcting plan documentation or operational errors
• Remedying reporting errors
• Internal Revenue Service audits
• Department of Labor investigations
• Pension Benefit Guarantee Corporation audit
• Excise tax determination and assessments
• Prohibited transaction determination and assessments
• PBGC negotiations regarding funding and reportable events

Our team’s experience also allows us to form creative strategies and a powerful defense to create positive outcomes for our clients.