Tax-Qualified Pension, Savings, Profit Sharing & 401(k) Plans

Miles & Stockbridge works with large and small private-sector employers to ensure that the tax-qualified pension, profit-sharing and 401(k) plans they implement are properly documented and in full compliance with all IRS and other legal requirements.

We have a working familiarity with all types of defined benefit and defined contribution plans, including traditional pension plans, profit sharing plans, 401(k) plans, money-purchase pension plans, cash balance plans and ESOPs.  Because of our extensive experience with them, we are able to advise on even the most innovative and complex plans, providing proactive counsel to help clients avoid administrative errors that could disqualify the plans under IRS rules.