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BPS&M Technical and Research Services

When new legislation is passed, regulations are released, or court decisions are announced, our consultants analyze the changes and let you know how they may affect your plans.
Our technical and research experts can help you with:
  • Drafting plan documents and amendments for review by your legal counsel
  • Obtaining determination letters
  • Conducting technical compliance research and analysis
  • Consulting and filing IRS and DOL corrections program
  • Interpreting Private Letter Rulings and Prohibited Transaction Exemptions
  • Qualifying Domestic Relations Orders
  • Providing timely insights on key benefits issues through our Developments and Alerts newsletters