Retirement Plan Specialists'


Due to the customization that goes into each plan that we draft and administer, most of our forms are client-specific, so we cannot place them on our website, with the exception of beneficiary designation forms. If you require any additional forms, please contact the administrator in our office who handles your plan, or please e-mail

Click here to download a beneficiary designation form.

New York and Florida Retirement Plan Lawyers
Attorney Web Design The information on this New York and Florida Retirement Plan Specialists & Lawyers / Law Firm website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.