San Francisco ERISA Advisor Employee Directory
Legal ServicesCalifornia, United States1 Employees
San Francisco ERISA Advisor is a legal services practice that focuses on representing corporate plan sponsors in relation to retirement, health and welfare plans. The firm provides guidance across fiduciary governance, plan documentation, and compliance, including reviews of investment structures such as commingled funds, collective trusts, and various investment vehicles, as well as the creation and review of related agreements and trust documents. Its work spans ERISA regulatory compliance, fiduciary audits, remedial measures, training, mediation, and the analysis of prudence and prohibited transactions. Based in San Francisco, the firm serves organizations seeking expertise in fiduciary governance, regulatory adherence, and complex investment arrangements for employee benefit plans.