Sandra Rolitsky focuses her practice primarily on tax-qualified retirement plans. She advises on day-to-day administration and compliance issues, interactions with governmental oversight agencies (e.g., Internal Revenue Service, Department of Labor) and the integration of plans acquired through corporate acquisitions.
Sandra works with in-house counsel and human resource managers to resolve plan issues in light of the client’s objectives and concerns. She assists in developing internal procedures to facilitate compliance, provides guidance on the correction of plan failures and formulates plan design changes where possible to accomplish the client’s objectives. With respect to governmental oversight agencies, Sandra provides clients with advice and hands-on support in responding to examination and audit inquiries, and in formulating requests for rulings and determinations. She is experienced in integrating client plans acquired through corporate transactions and assists clients in accomplishing the desired treatment of such plans through amendment, freeze, termination and/or merger.