Robertson Retirement Law, LLC
Regulatory, fiduciary, and consulting services for retirement plan sponsors and service providers
Experience you can have confidence in
With more than 35 years of experience working with qualified and non-qualified retirement plans, Adrienne Robertson brings both strategic and practical perspectives to issue resolution. She is the author of the 2024 and 2025 401(k) Answer Book and a contributing author to 401(k) Advisor, is a frequent presenter at industry conferences, and is actively involved with industry and trade groups. SECURE 2.0 compliance is a current focus area.
For Plan Sponsors
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Compliance support, including corrections under EPCRS, DFVCP, and VFCP; development of correction methodologies and performance of correction calculations; and representation in IRS Audits and DOL Investigations.
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Plan document support, including pre-approved document amendment and restatement review; and individually designed plan (IDP) document drafting.
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Business support, including merger and acquisition guidance; and controlled group, affiliated service group, and QSLOB analysis.
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Operational compliance, including administrative compliance reviews, plan design consultation; QDRO determinations; committee and fiduciary training and guidance; legislative and regulatory updates; plan terminations and conversions.
For Service Providers
Tailored solutions for TPAs, Advisors, Recordkeepers, CPAs and other industry practitioners that include:
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Webinars and client support
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Technical training and training programs for employees
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Compliance and corrections support
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Service agreement support
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Audit support
Navigate the complexities of retirement plan administration with expert guidance on ERISA and the tax laws governing retirement plans.
