Drafting descriptive materials with respect to the plans of a major trade association, including preparing information periodicals that are regularly sent to members concerning developments in the employer's program and general developments in the law that may affect plan participants.
Attending trustee meetings and providing advice on questions raised by the executive management team, trustees, plan administrators, plan actuaries, plan accountants, investment advisors and other service providers concerning the administration of the plan.
Assisting clients with the implementation of nonqualified retirement programs to provide highly compensated employees with a subsidy to make up for the “lost” benefits resulting from the various Internal Revenue Code limitations on the amount of benefits payable under tax-qualified programs, as well as with other executive compensation vehicles subject to the complex rules under Sec
Assisting clients with requests for proposals and related advice concerning changes in (or conversions involving) third party service providers and investment vehicles.
Assisting employers with the development of appropriate disclosure and education programs to deal with the challenges of employee-directed investments under Section 401(k) programs and compliance with Section 404(c) of ERISA.
Advising clients on the impact of the “Golden Parachute” rules and compensation deduction limitations in the context of developing executive incentive programs.
Advising clients on the federal and state law requirements related to multiple employer welfare arrangements (MEWAs), the funding of welfare arrangements (including voluntary employees' beneficiary associations or VEBAs), the fiduciary and prohibited transaction implications of receiving income for the endorsement of health insurance programs and, as our clients have moved into programs wit
Advising clients with respect to employee benefit issues in the context of mergers, acquisitions and office or plant relocations, such as plan coverage issues during the transition period following an acquisition and/or plan partial termination issues, and undertaking due diligence with respect to the target entity's benefit programs.
Advising clients on strategies for permitting employees to voluntarily retire through the implementation of a subsidized early retirement or “window” program.