ERISA Compliance

The law firm of Wolds VanderWal PC provides clients with comprehensive legal services relating to ERISA compliance. We are keenly aware that employee benefit plans and related trust funds are subject to greater scrutiny than ever. The complex statutory and regulatory framework makes it imperative for the fiduciaries and professional managers of these funds to maintain a high level of legal expertise.

Our Services

We offer responsive transactional services to our client plan sponsors and fiduciaries. Our compliance lawyers provide experienced advice regarding ERISA benefit plans, as well as creative approaches to new legal developments as they arise. Our services typically involve:

  • Handling oversight of the plan’s statutory compliance
  • Attending trustee meetings and preparing minutes
  • Maintaining ongoing discussions with other plan service providers
  • Reviewing revisions to trust and plan documents, policies, and procedures
  • Preparing and presenting fiduciary education materials

As our practice in this area expands, we devote more time and attention to the need for fiduciary education for our clients. Due to the ever-increasing complexity of pension and welfare benefit law, it is common for us to provide fiduciary education sessions on a regular basis. Many of our benefit plan fiduciaries are business owners who do not specialize in this area and require trustworthy information from experienced professionals.

Schedule a Consultation

Based in San Diego, the ERISA compliance attorneys at Wolds VanderWal accept appointments for initial consultations from potential clients throughout the State of California. To schedule a consultation, contact us by phone at (858) 458-9150 or through our online contact form.

All discussions between potential clients and Wolds VanderWal remain entirely confidential.