The Benefits Practice

Law PracticeUnited States2-10 Employees

The Benefits Practice is a boutique law practice devoted exclusively to legal compliance for employer-sponsored benefit plans, including health plans, retirement plans, wellness programs and severance pay plans to name a few.  We also specialize in executive deferred compensation and employment and separation agreements. Among other things, we do the following. 
  
Represent companies in front of the IRS and DOL in response to:

-  ACA 226J penalty assessments 
-  ACA reporting penalty assessments 
-  Retirement plan audits 
-  Welfare plan audits 
-  Wellness plan audits 

Audit:

-  Retirement and welfare plans for legal compliance 
-  Wellness plan compliance 
-  Fringe benefit tax and ERISA compliance 

Prepare and review:
 
-  Controlled group analysis 
-  Executive compensation agreements 
-  Voluntary Compliance Program  (VCP) submissions to the IRS to correct 
   401(k) or 403(b) qualification errors 
-  Review 401(k) and 403(b) plans and assist with design and compliance 
   issues 
-  HIPAA compliance documents, including: training, policy preparation, 
   notices, privacy audits, and risk analysis 
-  Wrap Plans 
-  Cafeteria Plans 
-  Summary Plan Descriptions 
-  Plan amendments and board resolutions adopting plans and amendments 
-  Due diligence review of benefit plans in preparation for a merger of 
   acquisition 

Consult on all aspects of:
 
-  Deferred compensation and 409A issues 
-  ACA Forms 1094 and 1095-C ACA reporting 
-  ACA and healthcare reform questions 
-  401(k) and 403(b) plans 
-  457(b) and 457(f) plans for governmental and tax-exempt organizations 
-  Taxation of employer-provided benefits, including fringe benefits 
-  Pension plans

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