Qualified Plans – provide advice on design, administration, tax compliance including correction, amendment, investment, claims decisions, fiduciary liability, merger, spin-off and termination of profit sharing, 401(k), pension, money purchase, stock bonus, cash balance and 403(b) plans.
Non-Qualified Plans – provide advice on the design, amendment, investment, termination, and tax compliance including correction of deferred compensation, incentive, equity, SERP, excess benefit, employment, separation, severance and 457 plans.
Multiemployer Plans – provide advice on the design, amendment, merger, termination, investment, administration, tax compliance, claims decisions, fiduciary liability, and withdrawal liability under multiemployer pension and health and welfare plans.
Employee Stock Ownership Plans (ESOPs) – provide advice on the design, amendment, investment, administration, tax compliance and termination of ESOPs, including financing options and valuations.
Health and Welfare Plans – provide advice on the design, administration, amendment, tax compliance, investment and termination, including advice on claims, health care reform and HIPAA privacy for medical, dental, vision, life, AD&D, disability, cafeteria, health savings accounts (HSAs), health reimbursement arrangements (HRAs) and fringe benefit plans.
Multiple Employer Welfare Arrangements (MEWAs) – provide advice on the design, administration, amendment, tax compliance, ERISA and state law compliance, and investment of MEWAs.
Voluntary Employees’ Beneficiary Associations (VEBAs) – provide advice on the design, amendment, funding, investment, administration, tax compliance and termination of VEBAs, including those created as spin-offs from defined benefit pension plans.
