Trade and Professional Benefit and Compensation Services

We routinely consult with trustees, actuaries and eligible employees with respect to the operation of qualified employee benefit plans established by our association and other not-for-profit organization clientele. We prepare, and assist in the preparation of, Internal Revenue Service filings and disclosure statements and periodically meet with actuaries and trustees of the various plans. In addition, we regularly consult with our clients concerning deferred compensation, tax-sheltered annuities and other benefit programs, including Section 457(b) and Section 457(f) plans for chief executive officers and other key personnel.