Obtain a private letter ruling from the IRS that saved a plan sponsor $20 million in additional pension costs.
Representation to review and analyze operational failures under client retirement programs, including comprehensive risk analysis and outline of correction procedures and submissions under the IRS EPCRS program.
Conducted audit of all retirement programs maintained by a large public company, including all documentation and communications. The scope included assessing whether the administration of the various programs was consistent with the plan documents and how to minimize the fiduciary exposure of the company and its employees.
Representation of a Fortune 100 company in connection with a total outsourcing of retirement plan administration to a third-party provider.
Assisted with the restructuring of the investment portfolio of a Fortune 100 company’s defined benefit pension plan.
IRS Announces Benefit Plan Limits and Thresholds for 2017
October 27, 2016
IRS Updates Correction Program for Retirement Plans
October 7, 2016
Major Changes in IRS Determination Letter Program Take Effect in 2017
July 20, 2016
IRS Proposes Nondiscrimination Testing Relief for Closed Pension Plans
February 29, 2016
IRS Provides Guidance on New Form 5500 Compliance Questions
February 24, 2016