• 123 Main Street
  • White Plains, NY 10601
  • Tel: 914.948.1556
  • Fax: 914.948.1706

We provide ongoing legal support for our clients' retirement plans. For example, such services include:

  • Reviewing plans to ensure that documents and plan operations continue to comply with ever-changing statutory and regulatory requirements.

  • Providing tax advice regarding plan contributions, loans and distributions, including sophisticated planning to maximize tax deferral opportunities.

When we are advised of a specific proposed transaction, investment or distribution which raises prohibited transaction, tax or other potential problems, we evaluate the situation, advise the client of potential risks, and, where applicable, seek to devise alternative ways to appropriately achieve the client's goals.