Retirement Plans / ERISA

Broad Perspective in Retirement Plans and Planning

Since 1976, Zeigler and Associates has provided services to its clients related to the design, implementation, administration, termination, amendment, restatement, auditing and enforcement of retirement plans.

Our suite of retirement planning services includes:

ERISA Litigation

Zeigler and Associates also reviews its clients’ plans with respect to ERISA §404(c) on participant self-directed accounts and the diversification requirements of investment choices made by plan sponsors with respect to fiduciary liability.

In defending or bringing legal claims against qualified plans, their sponsors or their trustees, we are able to provide seasoned judgment for our clients who are either the defendants or plaintiffs in the lawsuits. Whether it is a fiduciary, prudent investing, documentation, operation, administration or termination issue of the DOL, IRS or PBGC, Zeigler and Associates will bring its years of experience to help guide a resolution of disputes.

Zeigler and Associates has a long history of practicing with the complex law known as ERISA. We have a clear understanding of the way things ”should be” regarding both the plan and the benefits provided for participants. With this broad experience, we are able to provide our plan sponsors and individual client participants with a clear perspective of the rights and obligations of each, and the consequences of acting or failing to act.

Learn more by downloading published articles by Matt W. Zeigler