Capabilities
Our advice focuses on:
- Plan design, implementation, and documentation
- Compliance with applicable IRS, DOL, and PBGC regulations
- Nondiscrimination testing
- Effective plan administration that can eliminate potentially costly mistakes
- Adapting plans to employers’ changing financial conditions and business needs, including changes necessitated by mergers and acquisitions
- Compliance with ERISA fiduciary duty standards and plan asset management requirements
- Design and implementation of ESOPs and stock bonus plans and related transactions
- Consultation regarding the specialized issues involving tax-deferred plans of government and non-profit employers
- Voluntary correction of plan design and operational failures
- Defending our clients in litigation and administrative actions claiming alleged violations of plan provisions or regulatory requirements
- Management of legal exposure arising under the myriad and complex laws affecting health and welfare benefit plans, including PPACA, HIPAA, and COBRA
- Termination of defined benefit, defined compensation, welfare benefit, and executive compensation plans
- Strategies surrounding the structure and implementation of equity and other forms of executive compensation programs
