Tax attorney


Employee Benefit Services

Plan Consulting for Service Providers to Plan Sponsors

We can serve as legal advisor and technical consultant to third party administrators, benefit consultants, record keepers, actuaries, accountants, insurance brokers, investment providers, and any other service provider to employee benefit plans.

Our goal is to enhance the service providers' business competitiveness by helping them better serve their clients. We understand the business objectives and challenges of other service providers and we assist them in providing a higher level of service to their clients by providing practical and valuable legal and business advice.

Some of the legal services we provide to third party administrators and other service providers include:

  • Answering technical and regulatory questions to help them better serve clients.
  • Preparing engagement agreements with their clients
  • Drafting and reviewing contractual agreements
  • Defending against claims
  • Providing advice that can be passed on to clients regarding the operation or administration of their plans.


Please call us toll free at 1-877-242-1542 or contact us online
to schedule a free legal consultation or to discuss tax preparation matters.