Pensions & Employee Benefits Practice

Retirement Plans can benefit the business owner

"I Wish I Met You Sooner" is a statement we frequently hear from our business owner clients because:

  • Our clients save a significant amount of taxes by increasing their tax deductible contributions to the retirement plans we design.
  • Our clients reduce the amount of the retirement plan contributions they make for their rank and file employees.
  • Our clients and their staffs save countless hours of administrative time by working with their dedicated retirement plan administrator at our firm.

Our advice is conflict free.

We do not provide financial or investment advice or sell any products in connection with the retirement plans that we design and administer.

We keep your plans in compliance.

Our pension lawyers, actuaries and retirement plan administrators handle all issues relating to retirement plans including IRS, PBGC and Department of Labor audits. We monitor retirement plans so that they comply with ever-changing statutory and regulatory requirements. Similarly, we help clients deal with retirement plans and arrangements when extraordinary events occur, such as when businesses or divisions are bought or sold, and provide guidance for complex or unusual plan investments.

Need new ideas on how to retain your key employees?

Often a well-designed, properly prepared executive compensation plan or agreement will be just what is needed. Our experienced pension and executive compensation attorneys are here to help you decide whether to use:

  • an employment, retention, severance or change in control agreement,
  • an annual bonus program,
  • a stock-based or other incentive compensation arrangement, or
  • a nonqualified deferred compensation plan.

Complimentary Plan Proposals

For those business owners who are not yet pension clients of the firm, we are so confident that we will be able to significantly enhance your current retirement plan that we will perform a complimentary review of your plan. Provide us with the following information and documentation so that a complimentary plan study and proposal can be prepared for your review:

  • Plan document, summary plan description and any recent plan amendments.
  • Most recent actuarial valuation report.
  • Most recent Form 5500.
  • Employee Census.

If you do not currently maintain a qualified retirement plan, send us an employee census and we would be happy to prepare a complimentary study and proposal for your review.

A well designed cafeteria plan, health reimbursement plan, or a tuition reimbursement arrangement can help your employees immensely. We will walk you through all the options and prepare the correct plan for you.

IRS, PBGC and DOL Audits

Danziger & Markhoff LLP’s pension attorneys have substantial experience in dealing with audits of qualified retirement plans initiated by the Internal Revenue Service (“IRS”),the Department of Labor (“DOL”) and the Pension Benefit Guaranty Corporation (“PBGC”). read more

We look forward to hearing from you.

Case Study:
Retirement Plan Strategies Reflect Owners’ Changing Goals

Opportunity: The two owners of a furniture company, both in their mid-fifties, wanted to save more money for retirement.
read more

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