Principal employee benefits counsel to public and private companies, advising them on all aspects of the design, implementation and administration of all types of retirement plans, including 401(k), profit sharing, defined benefit, ESOP, SEP, SIMPLE-IRAs, 403(b), and 457 plans.
Extensive experience advising companies on the design, implementation and administration of insured and self-insured medical plans, dental plans, life insurance, disability, and cafeteria plans, including pre-tax premium plans and flexible spending account plans.
Counsel private companies and equity funds on the benefits implications of business acquisitions and dispositions, including due diligence review and advising on the integration of benefit programs based on the structure of the business deal.
Negotiated favorable results for clients correcting retirement plan administration errors using the IRS' Employee Plans Compliance Resolution System.
Counsel to defined benefit plan offering lump sum window benefits to terminated vested participants, thereby reducing company's market risk.
Extensive experience advising public and private companies on ERISA compliance, including advice regarding reporting and disclosure requirements, and fiduciary responsibility, prohibited transaction and plan investment issues.
Substantial experience advising companies on the Affordable Care Act, COBRA and the Health Insurance Portability and Accountability Act (HIPAA).
Counsel private companies on executive compensation, including nonqualified deferred compensation plans, SERPs, excess benefit plans, stock option and other equity-based plans, and "rabbi" trusts.