Image of a businessman sitting around a conference table with a gavel.

Advice and Consulting

Our firm advises and consults Fund Administrators and Trustees on a variety of issues effecting employee benefit plans including day-to-day operations; drafting contracts and advising on contract negotiations with service providers; reviewing investment management agreements; drafting reciprocal agreements with other employee benefit funds; establishing, designing, administering and terminating benefit plans; complying with laws governing the provision of medical, hospital, prescription drug, and other benefits; advising on plan mergers, consolidations, and terminations; drafting meeting minutes; and advising on fiduciary responsibilities and obligations; and advising on prohibited transactions and seeking individual exemptions from prohibited transactions.