Consulting Services
- Completion of government reports and forms
- Drafting of summary plan descriptions and other employee communications
- Consultation on financial and design issues
- Vendor selection and negotiation
- Outsource reviewing of qualified domestic relations orders and qualified medical child support orders
- Handling of disclosure requests
- Preparation of election forms, tax notices and disclosure materials
- COBRA and Health Care Portability Act support
Legal and Litigation Services
- Drafting of plan and trust documents, amendments and other legal instruments
- Representation of taxpayers before the IRS, DOL, and PBGC
- Representation before federal courts in ERISA governed matters.
- Representation before state courts in employee benefit related matters.
- Representation in arbitrations and mediations.
- Providing legal opinions on the sufficiency of documents
- Providing legal opinions and advice on issues arising in plan administration
- Advising plan administrators on approval/disapproval of claims, claims reviews and court orders
- Advising employers on tax considerations of plan designs
- Advising employers and administrators on fiduciary liability issues
- Advising employers regarding discrimination issues arising under benefit programs
- Providing opinions to auditors
- Due diligence reviews of benefit programs
- Negotiation and settlement of claims against plans and employers
- Advising regarding employment and excise taxes (including FICA/FUTA)
Types of Plans:
- Qualified (all types)
- Non-qualified (all types)
- Medical/dental
- Severance pay
- Life insurance
- Flexible benefits
- Dependent care and educational assistance
- Fringe benefits
- Stock options
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