Service Providers

Retirement, Insurance and Compliance

Our legal professionals are exceptionally well-versed in the numerous and complex laws and regulations governing the insurance industry. We can provide product advice on both federal and state law issues.

• Retirement income solutions –   We can work with you to design and develop products that can be used in connection with retirement programs. We have special expertise in the development of products that provide retirement income from defined contribution plans, including 401(k) plans.

• 403(b) programs – We can assist you in all aspects of your business as a service provider to the 403(b) market, including product development and operation, tax and ERISA compliance, participant communications, and review of marketing materials.

• Insurance Regulatory Issues – Our legal professionals are exceptionally well-versed in the numerous and complex laws and regulations governing the insurance industry, and can provide guidance and advice for insurers regarding state insurance laws that apply to life insurance and annuity products.

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