Employee benefits are complicated. Even the most sophisticated and diligent employers can run into trouble operating retirement plans. Aaron excels at working with retirement plan sponsors and providers to avoid and correct errors that can result in messy and costly consequences.

Simple missteps can have significant negative outcomes, such as running afoul of complicated regulations and adversely affecting a plan’s tax-favored status. Aaron’s experience enables him to guide his clients on what correction program will work and develop creative solutions to difficult retirement plan problems.

Read Full Profile >

  • New York State Bar Association

  • Resolved a complex IRS audit of the 401(k) retirement plan of a financial services firm in a manner that avoided costly corrective action
  • Guided a large higher education institution through the correction of significant retirement plan operational issues through the IRS’ Voluntary Correction Program
  • Advised a road construction organization regarding the consolidation of their retirement plan programs in a manner that satisfied its prevailing wage obligations
  • Assisted a robotics company with the fiduciary and administrative issues associated with the termination of an employee stock ownership plan

  • Now What? With Trump in, is the ACA out?, December 14, 2016
  • Living with the Affordable Care Act - Traps for the Unwary & Preparing for the Employer Mandate Reporting Rules, MACNY HR Breakfast Briefing, September 15, 2015
  • The Most Common Mistakes Employers Make in Retirement Plans (and how to fix them, Adirondack Financial Services Corp., April 8, 2014
  • The DOMA Decision Seminar: What it Means for Employee Benefits, Adirondack Financial Services Corp., July 30, 2013
  • Employer Compliance with the Affordable Care Act -- Are You Ready?, CNY SHRM Seminar, January 17, 2013

  • Andritz, Inc
  • Crouse Hospital
  • Legrand North America
  • New York Air Brake Corporation
  • New York Power Authority
  • Ohio Wesleyan University
  • Rochester Institute of Technology
  • SRC, Inc.
  • St. Elizabeth Medical Center
  • Upstate Medical University