ERISA Compliance Specialists
Our Compliance Team has over 47 years of combined experience specializing in the pension benefit regulatory environment, navigating the complexities of ERISA, the Internal Revenue Code, Internal Revenue Service and Department of Labor regulations.

Plan Design
Our Compliance Team will assist you in tailoring the right plan to fit your needs. We have designed plans across a broad spectrum of options, including 401(k), profit sharing, defined benefit, tax sheltered annuity 403(b), 457(b) and (f), new comparability (cross-tested), and more.

Mergers & Acquisitions
FBD offers a unique compliance service for those clients engaging in the merger or acquisition process. The Compliance Team performs a stringent due diligence review of the pension benefit plans maintained by the acquisition target, identifying potential funding liabilities, qualification defects, operational defects, and regulatory penalties. This service is typically engaged prior to closing of the transaction.

Remedy of Plan Defects
The Compliance Team can offer complete services to help you navigate the many correction programs offered by the Department of Labor and the Internal Revenue Service, to remedy any defects occurring in your plan, past or present.

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