Legal Compliance Resources

ERISA is an extremely complicated law, impacting employers who offer benefit programs.  In order to design the most tax-effective benefit programs we at P&A utilize the services of an in-house ERISA attorney.  His experience and expertise are available to our customers in order to help them navigate the complexities of ERISA. 

Robert E. Lee- General Counsel

An honors graduate of the National Law Center of George Washington University, Rob also received a Masters in Taxation Degree from Emory University Law School.  He has specialized in tax and benefits law for over twenty-five years, including a period as outside benefits counsel for KeyCorp.  Rob oversees and coordinates the efforts of P&A's administration department to ensure compliance with governmental regulations as they relate to the administration of retirement and employee benefit plans.