About Us

Our team of dedicated professionals is well-versed in many specialized areas of ERISA and Employee Benefits Laws.  We bring a diverse background to the table, allowing us to advocate for our clients in many areas.  This gives us a leading edge when dealing with complex employee benefits/ERISA matters.   

SERVICES

Employers and Corporate Plan Sponsors Can Avail Themseleves of:

  • Audit of Retirment Plans
  • Audit Health and Welfare Plans
  • Fidicuciary Consulting
  • Compliance Reviews
  • Remedial Compliance
  • IRS an DOL Correction Programs
  • HR Training
  • Expert Witness
  • Mediation
  • I - 9 Compliance  

We Can Assist Plan Participants With:

  • QRDO Drafting and Preparation
  • Locating Lost Accounts  and Benefits 

 San Francisco ERISA Advisors Has the Expertise and Experience You Can Trust