Consulting for Employers
We are glad to assist
you and other employers with your 401(k) and other pension questions.
Establishing and administering a 401(k) plan or other pension plan is
complex. It is complex because pension laws are primarily a federal
income tax subject. However, it is also complex because there must be
compliance with Department of Labor laws and regulations.
We have worked in the
pension field for over 30 years. Administering a 401(k) plan as required
by law is extremely important for tax and non-tax reasons. IRS guidance
is not what it once was.
We understand the IRS'
position and the DOL's position. Most often the IRS and DOL guidance
should be followed. There are some exceptions that we will explain when
an employer may choose to not follow the IRS and the DOL.
We are here to assist.
Please send your email
Briefly describe your
question or situation. In some cases, we will answer your question with
no charge and in other cases we will quote you a fee for our services.
As in everything, it
is important to understand when a specialists can do something more
cost effectively than you can yourself.
James M. Carlson, J.D.