Pension Services

The role of a pension trustee or administrator is an ever increasing responsibility, particularly in this era of growing oversight by the Department of Labor. The Department of Labor is continuously redefining the role of a fiduciary and their obligation to keep Pension Plans in compliance with ERISA, the DOL and the IRS.

From structuring, planning, compliance and audit needs, the professionals at Sharer Petree Brotz and Snyder have the training and experience to assist you. The firm also works closely with Chapter 7 Bankruptcy Trustees in providing Limited Scope Audits for distressed defined contribution plans that are in the process of liquidation.