Tax and Legal Consulting
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As we all know, retirement and benefit programs are subject to constant judicial, regulatory, and legislative interpretation and change. Buck’s tax and legal specialists consult with clients and their legal counsel to design and operate qualified and nonqualified retirement, savings, health and welfare, and executive benefit programs.
 
Look to Buck’s tax and legal consulting expertise to keep you on top of new and existing laws and regulations, to evaluate compliance status to help your organization steer clear of potential problems, and to identify and solve problems as they arise.

We offer:
  • Regulatory and compliance services
  • Corporate transaction consulting
  • Documentation services
  • Plan design consulting
  • Fiduciary and operational compliance consulting
  • QDRO administration

Contact us
Retirement@buckconsultants.com

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A leading utility company offered welfare benefits to bargained and non-bargained workforce retirees. In order to obtain recognition for the benefit cost in its rates, the company was required to pre-fund the benefits.

When the company looked to Buck for help, we reviewed the company’s funding vehicles and recommended a comprehensive restructuring of the plan. The solution enabled our client to significantly increase the contribution amount on a tax-deductible basis and maintain the flexibility necessary for labor negotiations.
 

   

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