EMPLOYEE BENEFIT AND RETIREMENT PLANNING

Employee and Retirement Income Security Act (ERISA), as amended over the years relating to Qualified and Non-Qualified Plans and Employee Benefits create challenging and complex legal problems.  The increasingly important role that Employee Benefit Plans play in the security and retirement of working persons is driven by the enormous amounts of money which has accumulated on a tax deferred basis for decades.  Our aging population makes this area of the law even more important.  In addition, the interplay between the minimum distribution rules and estate planning is extraordinarily complex, and clients require, in most cases, a professional well versed in ERISA as well as in estate tax planning to properly advise on the various clients.

The firm represents businesses in the setting up, administration and termination of both Qualified and Non-Qualified Employee Benefit Plans, as well as rendering legal advice and services to businesses and individuals in resolving problems with currently existing plans.

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Designing, amending, drafting, installing, terminating and providing qualification services to employers who utilize qualified retirement plans.
ESOP's, advised plan fiduciaries on ERISA responsibilities, protected the tax-qualified status of plans by successfully working out solutions under IRS and Department of Labor programs to address non-compliance with the tax code, both  laws and regulations. 

Controversies with the Internal Revenue Service, Department of Labor, and PBGC.
IRS voluntary compliance initiatives (VCR, CAP, and APRSC) .
Mergers and acquisitions: due diligence review, warranties and plan restructuring
Fiduciary advice for businesses, trustees and investment managers.
We handle 401(k), pension, and other employee benefit plan design and implementation.
ERISA litigation.  ERISA expert witness testimony.
Benefit divisions, counseling, and QDROs in divorces or separations.
Any other ERISA or related matters.