Employee Benefits

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 Services

• Drafting of plan and trust documents, amendments and other legal instruments
• Representation of taxpayers before the IRS, DOL, PBGC and the courts
• 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
• Advise 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