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Plan Compliance Review 

We have designed a program which offers a structured examination and review of all employee benefit programs offered by an employer. The program is designed to assure compliance by employee benefit programs, in both form and operation, with the requirements of the Employee Retirement Income Security Act of 1974 ("ERISA"), the Internal Revenue Code and other applicable federal and state requirements.  See our PDF Compliance Brochure for more information. You will need Adobe Acrobat Reader to view our brochure:


ERISA Consulting

 

 

If you are a professional who is up against a tough, or even what you think is an "easy" ERISA problem, and your not an ERISA lawyer or specialist, you might want to give the "planwiz" a call.  He can provide reasonably priced service to you ranging from the "30,000 foot view" of the ERISA terrain to hands-on participation in your case, subject to applicable lawyer conduct rules.

ERISA expert witness services are also available

Call the planwiz for an ERISAConsult™ Today. Get what you need to represent your client competently!

American Bar Association Model Rules of Professional Conduct (1999 edition)

Rule 1.1 Competence.    A lawyer shall provide competent representation to a client. Competent representation requires the legal knowledge, skill, thoroughness and preparation reasonably necessary for the representation. 

Call 727-368-8198  8:00 AM to 8:00 PM Eastern Time

 
 

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