Carole Simon Email and Phone Number

For many years I advised single employer and boards of trustees of multi-employer benefit plans regarding a broad spectrum of employee benefit matters related to retirement plan qualification, interpretation and administration, compliance with ERISA, the Tax Code and other applicable federal and state laws and regulations, reporting and disclosure requirements and related participant communications, avoidance and correction of qualification defects, complex benefit calculations, benefit plan claims and distributions, and the amendment and restatement of defined benefit and defined contribution plans.Recently, I have concentrated in trusts and estates matters including trusts and estates planning and estate administration.