Overview
Our practice includes the design, implementation and administration of all forms of retirement and welfare benefit plans for large and small businesses, including national corporations, universities, hospitals and professional corporations. We provide ERISA and tax consulting services on nonqualified deferred compensation arrangements, cafeteria plans, all forms of qualified retirement plans, including 401(k) plans, multi-employer plans (including withdrawal liability and delinquent employer contribution issues), fiduciary responsibility issues and tax-sheltered annuities for employees of tax-exempt organizations.
We also engage in ERISA defense litigation involving benefit claims and issues of fiduciary responsibility.
Specific types of matters with which we have been involved include:
- Qualified and nonqualified stock option plans
- Phantom stock plans
- Employee stock ownership plans (ESOPs)
- Internal Revenue Service and Department of Labor audits
- Reporting and disclosure
- Qualified domestic relations orders (QDROs)
- Qualified medical child support orders (QMCSOs)
- Severance pay and early retirement plans
- Educational assistance plans
- Dependent care assistance plans
- Tax-sheltered annuity plans
- Golden parachute payments
- Church plans
- Prohibited transactions
- VEBA trusts
- Early retirement incentives
