Ogletree Deakins Launches Ogletree QualCheck™—A Retirement Plan Compliance Program

ATLANTA – March 21, 2017 – Ogletree Deakins has launched Ogletree QualCheck™, a retirement plan compliance program designed to provide employers with a means to determine whether their plan documents contain the provisions needed to satisfy the formal requirements for qualification under the Internal Revenue Code and related regulatory and administrative requirements. Ogletree QualCheck™ is staffed by experienced benefits lawyers who possess in-depth technical and practical knowledge about required and “best practice” retirement plan provisions. All Ogletree QualCheck™ plan evaluations are peer-reviewed for accuracy and completeness, and services are provided on a timely and cost-effective basis regardless of plan size or design. At the conclusion of the Ogletree QualCheck™ review process, employers receive a formal opinion from Ogletree Deakins regarding the plan document’s tax-qualified status and, if applicable, a summary of key compliance issues for further discussion.

“As of February 2017, the IRS will no longer offer periodic determination letter reviews for individually designed plans assuring employers that their retirement plan documents and amendments are compliant with tax requirements,” said Joel A. Daniel, chair of Ogletree Deakins’ Employee Benefits and Executive Compensation Practice Group. “Ogletree QualCheck™ will serve as an invaluable addition to any employer’s compliance toolbox, providing confidence that their retirement plan documents remain consistent with the complex and ever-changing tax laws and regulations.”

For more information about Ogletree QualCheck™ and how this service helps employers maintain the tax-qualified status of retirement plan documents, contact Ogletree.QualCheck@ogletreedeakins.com.

About Ogletree Deakins
Ogletree Deakins is one of the largest labor and employment law firms representing management in all types of employment-related legal matters. Premier client service, as outlined in the firm’s Client Pledge, is one of the firm’s top priorities and a cornerstone of its core values. Ogletree Deakins has earned a national “First Tier” ranking in the Employee Benefits (ERISA) Law category of the U.S. News – Best Lawyers^® “Best Law Firms” list for five consecutive years. Ogletree Deakins has 800 attorneys located in 52 offices across the United States and in Europe, Canada, and Mexico. The firm represents a diverse range of clients, from small businesses to Fortune 50 companies.