Northern California ERISA Tax Consulting and Representation
Are your employee benefits compliant with ERISA? Do they match the fiduciary standards set by the IRS? Edward T. Perry can help you with compliance reviews and provide advice about existing ERISA issues. Our firm can also help with mediation and training. Our office is located in Walnut Creek, California and we serve the surrounding areas, including San Francisco and Napa Valley.
Audits and reviews
There are strict restrictions set on employee benefit plans. We can help make sure your practices are up to the standards of ERISA. We can also ensure that your pension, health or welfare plan is properly handled. Our firm can help you recover loses due to violations.
Law firm assists with compliance issues
If your plan has ERISA violations, it may be possible to change or correct them. If this is the case, we can help prevent potential penalties or monetary losses. Our firm works with you to prevent these issues from coming up in the future and to ensure that your plan is in compliance with ERISA regulations.
Lawyer can provide witness testimony and training
When it comes time to comply with ERISA regulations, our firm can provide testimony on your operations. This can help with any pending ERISA violations or audits. We can also inform you about steps you must take to become ERISA-compliant and how to avoid problems. This kind of training prevents future incidents and ensures there are no conflicts of interest.
Contact an ERISA tax consultant for representation today
If you are in violation of ERISA regulations or looking to prevent future violations, we can help. If you suspect your provider may be in violation of ERISA regulations, please contact our firm. Call us at 925-472-6801 orcontact the firm online.