Logo, Fair FitzGerald & Hershaft, PC, Attorney Services, Real Estate Attorneys in West Harrison, NY
Call: (914) 253-8600
Toll Free: (877) 784-4160
707 Westchester Avenue, Suite 307, White Plains, NY 10604

Proudly Serving Westchester County, New York City, Long Island and the lower Hudson Valley

Qualified Pension, Profit Sharing and 401(k) Plans

Creating qualified retirement plans for the employees (including the owners) is an essential task when running a business or professional practice. The attorneys of Fair, FitzGerald & Hershaft have extensive experience working with business owners and employers in developing pension, profit-sharing, and 401(k) plans to clients specifications.

A founding member of the firm, attorney Andrew Fair is a nationally recognized expert in designing qualified retirement plans for all types of business entities through:

  • Approved regional prototype plan documents, or individually designed plans submitted to the Internal Revenue Service for approval
  • Preparation of profit-sharing, pension, 401(k), and other retirement plans for all types of business entities
  • Evaluation of options for plan distributions at death or retirement
  • Intergenerational minimum distribution planning
  • Design and implementation of plan termination strategies

During development, Mr. Fair and his associates also make sure a clients qualified retirement plans complies with applicable laws, including the Employee Retirement Income Security Act (ERISA).