About Adam works with business owners, executives and their other professional advisors on issues related to qualified retirement plans. His specialties include:
• Customized plan design
• Assessment of benefit programs in the context of mergers and acquisitions
• Voluntary correction of plan errors via the IRS and DOL correction programs
• Representation of clients in IRS and DOL examinations
• Consultation with plan fiduciaries to assist in establishment and documentation of processes
Adam is actively involved with the American Society of Pension Professionals and Actuaries ("ASPPA") where he serves on the Executive Committee, Board of Directors and the Government Affairs Commit...