Sacramento 916-357-5660 | Los Angeles 310-571-8896 | San Jose 408-467-3860

Retirement Plans

We're Your Partner in Building and Maintaining Retirement Plans

Plan sponsors and fiduciaries rely on Employee Benefits Law Group for all aspects of their retirement plans. Whether it's designing and setting one up from the start, improving an existing plan or assessing a plan for compliance, we help clients build the retirement plans that meet their objectives.

Employee benefits law is all we've done for nearly 30 years. That's why we're the experts who can guide you to keep your plan in compliance, helping you and your employees reach your goals.

We strive to act as true partners for our clients, and we work with everyone involved in a plan, including CPAs, TPAs and investment advisors. We'll take the time to understand your goals, holistically assess your options, and then work with your benefits team to create or redesign a plan. Building on decades of experience, we can hone in on common problem areas, uncover unrecognized flaws and resolve potential issues before they become tax problems with the IRS or fiduciary liabilities with the Department of Labor.

Our services and advice go beyond plan design and compliance. Our team helps plan sponsors understand their fiduciary duties, create the best administrative and fiduciary structure for their organization and establish best administrative and investment practices to keep them out of trouble.

We cover a wide array of retirement plans – whether sponsored by for-profit employers, tax-exempt employers, governmental agencies or religious organizations – including:

  • 401(k), Safe Harbor 401(k) and SIMPLE 401(k)
  • ESOP
  • EIAP
  • Profit Sharing
  • Traditional Defined Benefit
  • Cash Balance
  • 412(i)
  • Money Purchase
  • Target Benefit
  • SEP and SARSEP
  • IRA
  • 403(b)
  • 457(b)

"Employee Benefits Law Group really understands our business and how we want to operate."

– Codruta Boggs, Assistant General Counsel, Molina Healthcare, Inc.