Design and Implement Employee Benefits Plans

• Identify objectives and recommend plans.
• Produce legal documents to operate plans and corporate documents to adopt them.
• Obtain determination letters or rulings from the IRS on plans' tax qualification.
• Suggest documentation to minimize government involvement and employer cost.
• Develop benefits plans, including:

Advice and Counsel on:

• Administering and interpreting plans
• Tax and liability implications of proposed actions
• Plan amendments mandatory under law or regulation, or voluntary
• COBRA, FMLA, fiduciary and prohibited transaction issues
• Plan investment and funding vehicles
• Plan terminations, mergers, spin-offs and freezes
• Optimizing retirement plan distributions to participants

Representation in:

• IRS and DOL audits
• Negotiating executive employment and termination contracts
• Participant claims and litigation under benefit plans
• Employer claims against service and investment providers
• Obtaining IRS approval of plans and correction of disqualified plans

Complementing Other Professionals in:

• Business acquisitions, mergers and divestitures
• Leveraged ESOPs and tax-deferred sales to ESOPs
• Insolvency and Bankruptcy
• Formation of investment funds with benefit plan investors
• Benefit plans for tax-exempt employers