Overview
Our Employee Benefits Group specializes in advising individuals and businesses on a wide range of employee benefit matters. We assist clients with decisions regarding retirement, compensation and health benefit planning and provide creative solutions to difficult problems related to ERISA compliance, controlled and affiliated service group determinations, fiduciary liability, mergers and acquisitions, regulatory agency correction programs and prohibited transactions.
Areas of Concentration
Retirement and Compensation Planning
- ERISA compliance
- Choice of plans, including profit sharing, 401(k), defined benefit, cash balance, governmental and tax-exempt employer plans, cafeteria and fringe benefit plans, ESOPs, SEPs and SIMPLEs
- Solving related employer issues
Fiduciary Liability Advice
- Meeting ERISA reporting and disclosure requirements
- Minimizing liability for plan investments and administration
- Fiduciary training
Mergers and Acquisitions
- Review, analysis and negotiation of transaction agreement provisions relating to employee benefit plans
Advocating for Taxpayer Rights
- Advice regarding availability of IRS and DOL amnesty programs and correction of operational and fiduciary errors under those programs
- Negotiating with IRS and DOL in connection with plan audits
- Prohibited transaction analysis and resolution
