Adrienne Robertson

Erisa Counsel Owner of Robertson Retirement Law Llc @Robertson Retirement Law, Llc

Denver, CO, US
MOBILE NUMBERS
+17•••••••88

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WORK HISTORY

Jan 2025 — Present

Erisa Counsel Owner of Robertson Retirement Law Llc @Robertson Retirement Law, Llc

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Helping plan sponsors and service providers navigate the complexities of retirement plan administration with expert guidance on ERISA and the tax laws governing retirement plans.

EDUCATION

N/A

Rensselaer Polytechnic Institute

B.S., Science

2007 — 2011

Widener University Schools of Law

J.D., Law

SKILLS

SecuritiesEstate Planning401(K) Retirement Savings PlansDefined ContributionTaxFinancial ServicesMutual FundsCorporate LawQualified Retirement PlansMergers & AcquisitionsSeries 6InsuranceLegal WritingEmployee BenefitsPensionsDefined BenefitRetirementNon-Qualified Deferred Compensation401kInvestmentsLegal ResearchRetirement PlanningExecutive PayErisaRetirement Plan ConsultingSeries 63

ABOUT ADRIENNE ROBERTSON

More than 35 years of industry experience working with qualified and non-qualified retirement plans, with legal, consulting, and operational experience, bringing both strategic and practical perspectives to issue resolution. Areas of focus include ERISA and fiduciary concerns applicable to plan sponsors; operational compliance; plan design strategy; merger, acquisition, and controlled group issues; and recordkeeping and administrative considerations in plan operation. Author of the 401(k) Answer Book; contributing author to 401(k) Advisor; frequent presenter at industry conferences, actively involved with industry and trade groups.

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Adrienne Robertson — Email, Phone Number & Contact Info | Unifers