Coordinated legal and consulting services for sponsors of tax-qualified retirement plans.


No-cost reviews and proposals of retirement plans by a team of attorneys and consultants with years of experience and the most current information at their fingertips.

Complete documentation services, including preparation of plan documents, summary plan descriptions, Internal Revenue Service applications for determination letters and all administrative forms as required by the particular engagement.

Complete administration services on participant-level record keeping, compliance testing with applicable requirements and preparation of Forms 5500.

Representation before government agencies such as the Internal Revenue Service, U.S. Labor Department and the Pension Benefit Guaranty Corporation.

On-site employee meeting presentations explaining how these plans work and how the employees benefit from participating, to complement the presentations by the plan’s financial consultant and to provide a complete and comprehensive summary of the plan.

Informational briefings by Lee T. Jennings in our Advisor Services and Education Center sections of our website.




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