justanotheradmin Posted March 7, 2024 Posted March 7, 2024 Small profit sharing only plan with incorrect contribution allocation issues(due to inaccurrate compensation figures) needs an ERISA attorney to handle communications/negotiations with the IRS due to plan audit. The TPA can do any calculations, testing, 401(a)(4), etc as needed but isn't a law firm, and the sponsor is at the point of needing to hire formal help. They would really like to find one local to them in the New York City / New Jersey metro area. Do any of you have specific suggestions for attorneys or firms in that area? Self referrals are welcome. Thank you! I'm a stranger on the internet. Nothing I write is tax or legal advice. I'd like a witty saying here, but I don't have any. When in doubt, what does the plan document say?
Peter Gulia Posted March 7, 2024 Posted March 7, 2024 Albert Feuer (718) 263-9874 Totally a New Yorker, 45 years’ experience Top-rated https://www.martindale.com/attorney/albert-feuer-416689/ While high-educated and deeply knowledgeable, he is pleasantly down-to-earth. justanotheradmin 1 Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
justanotheradmin Posted March 7, 2024 Author Posted March 7, 2024 Thank you Peter! I'll pass the information along to the plan sponsor. I'm a stranger on the internet. Nothing I write is tax or legal advice. I'd like a witty saying here, but I don't have any. When in doubt, what does the plan document say?
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