Retirement Plans

Whether you are a business owner or a hard-working employee, you know that saving for the future is easier with a secure and flexible retirement plan.

At Lasher Holzapfel Sperry & Ebberson, our retirement plan attorneys have a first-rate reputation in providing documentation for and administration of all types of plans. With our “unbundled” approach to retirement plans, we help companies and individuals choose from the widest variety of investment alternatives while disclosing the costs of administration.  Our goal is to provide high quality services—both quickly and efficiently.

Examples of our work include preparing defined benefit and defined contribution plans such as 401(k) plans and employee stock ownership plans (ESOP).  We also prepare preferred compensation plans—from stock option and phantom stock, to stock appreciation and other deferred compensation plans.  Our deferred compensation plans are available in conjunction with international business operations as well.

We work with investment advisors, third-party administrators, actuaries, and insurance companies to provide planning and problem solving.  We prepare Qualified Domestic Relations Orders in marital dissolutions and advise as to distribution options.  We advise as to the details of complex defined benefit pension plans.

As a third area of service, we provide administrative and compliance services that include Department of Labor and Internal Revenue Service regulatory compliance filings.

Attorneys