Contact Us
Pension & Profit Sharing/ERISA
RWO’s Pension and Profit-Sharing Plan/ERISA practice group leader, Patrick M. Ryan has over 20 years experience drafting and designing retirement plans. For over 10 years Mr. Ryan taught courses about pension and profit-sharing plans to members of the Colorado Society of Certified Public Accountants.
Work in this area includes advising clients on all aspects of retirement plan implementation and compliance, including compliance with the Employee Retirement Income Security Act of 1974 (ERISA).
Mr. Ryan’s wholly owned corporation is certified by the Internal Revenue Service as a Regional Prototype Sponsor of pension and profit-sharing plan documents that have been approved by the Internal Revenue Service. These documents are used by RWO-employer clients to design and draft defined benefit pension plans, Code Section 401(k) plans, profit-sharing plans, age-weighted plans and cross-tested plans. Mr. Ryan also has extensive experience in dealing with the IRS, Department of Labor and the Pension Benefit Guaranty Corporation in their review of retirement plans.
This work also includes the amendment of retirement plans to keep them in compliance with IRS tax qualifications. Mr. Ryan is also available to answer technical questions on the design and operation of pension and profit-sharing plans.
The RWO Pension and Profit-Sharing Plan/ERISA practice group also provides advice to fiduciaries of retirement plans with respect to permissible investments, prohibited transactions and fiduciary duties, including compliance with ERISA Section 404(c) relating to self-directed investments.
RWO attorneys in this practice area include:
Patrick M. Ryan
