We address prohibited transaction and other ERISA fiduciary concerns relative to plan investments. We work with clients to establish plan investment programs and procedures that comply with ERISA standards and reduce the risk of lawsuits by disgruntled plan participants.

When we are advised of a specific proposed investment which raises prohibited transaction concerns, we evaluate the situation, advise the client of potential risks, and seek to devise alternative ways to appropriately cure existing problems and achieve the client's goals.

Our firm does not render any financial or investment advice or sell any product for plan investment.