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Representation of Publicly Traded Companies, Foreign Owned Entities, Churches and other Not-For-Profit Organizations, and Closely Held Businesses throughout the U.S. and abroad.
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Qualified Retirement Plans, including Section 401(k), Section 403(b), Pension Plans and Employee Stock Ownership Plans ("ESOPs").
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Correcting Retirement Plan Defects under the IRS Employee Plans Compliance System ("EPCRS") Program, including the Voluntary Correction Program ("VCP") and the Self-Correction Program ("SCP").
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Correcting Fiduciary errors under the DOL Voluntary Fiduciary Correction Program ("VFCP").
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Nonqualified Deferred Compensation Programs for Taxable and Not-For-Profit Organizations.
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ESOP Administrative, Fiduciary and Litigation Matters.
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Equity Compensation, including Incentive and Nonqualified Stock Option Plans, Stock Appreciation Rights and Restricted Stock Programs.
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Healthcare Matters, including Affordable Care Act ("ACA") Compliance and Reporting.
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Self-Insured Health and other Welfare Plans.
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Section 125 "Cafeteria" Plans.
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HIPAA Privacy, Security and HITECH Compliance, including Training Programs.
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Mergers and Acquisitions Due Diligence Reviews.
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Benefit Issues for Same-Sex, Civil Union and Domestic Partner Relationships.
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Early Retirement, Layoffs and Severance Programs.
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Benefit Issues Involving Foreign Employers and Employees.
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Tax and ERISA Compliance Matters, Including Form 5500s, Annual Audits, State Insurance and COBRA Questions.
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Keeping Employers Informed of Federal and State Benefits Legislative Changes.
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Federal and State Family Leave Act Policies and Procedures.
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Tax and ERISA Litigation Matters, Including Church Plan Litigation and Fiduciary Matters.
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ERISA Fiduciary Matters, including Fiduciary Training.
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Union Negotiations Regarding Benefit Packages.
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Federal and State Compensation, Withholding and Related Matters.
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Benefit Issues When Hiring or Terminating Employees.
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Human Resources Counseling and Support.
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Employee Handbooks, Policies and Procedures, with regard to Benefit Matters.
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Monitoring and Benchmarking Qualified Retirement and Welfare Benefit Plan Fees.
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Conducting Request For Proposal ("RFP") Projects to help clients satisfy their Fiduciary Obligations in selecting vendors, including:
- Section 401(k) Recordkeeping and Investment, and Benchmarking Services.
- Defined Benefit Plan Actuarial Services.
- Registered Investment Advisory ("RIA") Services.
- Accounting Services for the Annual Form 5500 Audit.
- Third Party Administrative ("TPA") Services for Self-Insured Health Plans.
- Claims Audits for Self-Insured Health Plans.
- Health and Welfare Retiree and other Actuarial Services.