Our employee benefits team provides a wide range of representation and advice in connection with the design, preparation, implementation, and administration of the entire spectrum of retirement and savings plans, including:
We prepare and review plan documents, summary plan descriptions, and plan communications; apply for IRS determination letters; assist plan sponsors in correcting plan defects; assist plan sponsors with US Department of Labor and IRS audits; and generally counsel employers on all aspects of plan administration.
Our attorneys have helped numerous clients evaluate whether an ESOP is appropriate for their companies, and have designed and drafted ESOPs and related documents and implemented ESOPs for both public and private companies. Our ESOP clients range from small employers, Subchapter S corporations, employee-owned companies and large public companies.
Our employee benefits team works closely with our trial attorneys in complex ERISA and employee benefits litigation, including the defense of benefit claims and fiduciary litigation. We also work with corporate counsel in negotiating benefits provisions in merger and acquisition transactions, conduct due diligence of seller plans and arrangements, and assist with post-closing benefits transition and integration issues. Our team also consults on employee benefit issues arising in financial institution lending, labor and employment law.
We counsel clients on the full spectrum of welfare benefit plans, including:
We advise clients regarding many related laws and issues, including the Patient Protection and Affordable Care Act (ACA), Consolidated Omnibus Budget Reconciliation Act (COBRA), the Health Insurance Portability and Accountability Act (HIPAA), the Uniformed Services Employment and Reemployment Rights Act (USERRA), and the Family and Medical Leave Act (FMLA). We also assist with individual employee issues, such as foreign nationals’ participation in United States employer plans, estate planning for retirement distributions, and IRA, Roth IRA and SEP-IRA issues.