Tax-Deferred Plans for Governments & Non-Profit Organizations

State and local governmental units and non-profit organizations are subject to unique legal requirements and financing constraints for the funding of tax-deferred pension and retirement savings plans. 

Miles & Stockbridge employee benefits lawyers are familiar with the specialized and often more-restrictive tax laws that apply to such plans, and regularly advise on their documentation and certification.  Key areas of our practice focus include 403(b) and similar tax-sheltered annuity plans, Section 457 deferred compensation plans for employees of governments and non-profit organizations, and church pension plans.