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The Wolf Pension Group, LLC
114 Old Country Road, Suite 116
Mineola, New York 11501
email@e-risa.com
516.877.9653
- ERISA Compliant Assistance
- Retirement Plan Design
- Plan Implementation & Administration
- Legal Services
- Health & Welfare Plans
- Pension Benefits Planning
- Investment Assistance Services
- IRS & DOL Correction Programs
- ERISA Compliant Assistance
- Retirement Plan Design
- Plan Implementation & Administration
- Legal Services
- Health & Welfare Plans
- Pension Benefits Planning
- Investment Assistance Services
- IRS & DOL Correction Programs
- ERISA Compliant Assistance
- Retirement Plan Design
- Plan Implementation & Administration
- Legal Services
- Health & Welfare Plans
- Pension Benefits Planning
- Investment Assistance Services
- IRS & DOL Correction Programs
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For our clients whose retirement plan assets constitute a significant portion of their estates, WPG works together with WLG estate planners and administrators to ensure that distribution planning is coordinated with the client’s estate planning. These efforts include ensuring that the plan distribution qualifies for the estate tax marital deduction, determining the propriety of using pension assets to fund a credit shelter trust or QTIP Trust, using disclaimers to ensure the best estate and income tax results, creating specialized trusts that qualify as pension beneficiaries, and advising clients on “stretch-out” IRAs.