Compensation and Benefits

Our Employee Benefit practice concentrates on providing a complete range of planning and compliance services under the Internal Revenue Code and ERISA. Consulting services include tax minimization strategies, structuring of employee benefit plans, fiduciary compliance and government as well as internal audits.

Tax planning and other compliance services are an essential part of the employee benefit practice. Our employee benefit professionals possess expertise in the application of the Internal Revenue Code and ERISA to tax and non-tax qualified retirement plans and welfare benefit plans as well as representation of these plans before the IRS and the DOL. Our efforts focus principally working with corporate and flow through entities, as well as high net-worth individuals with their retirement planning.

Retirement

  • Retirement Plan Design & Analysis
  • 401(k) & 403(b)  Compliance & Administration
  • Fiduciary & Risk Management
  • Employee Plans Compliance Resolution System:
    • Self-correction, VCP & Audit CAP
  • DOL Correction Programs:
    • VFCP & DFVCP
  • Forms 5500, 8955-SSA, 5330 & 990
  • ESOP Consultation & Feasibility Studies
  • DOL & IRS Audit Assistance
  • ERISA Reporting & Disclosure

Health & Welfare

  • Health & Welfare Plan Design & Analysis
  • VEBA Trust Consultation
  • Forms 5500 & 990
  • HR Policy & Procedure Development
  • COBRA Review
  • HIPAA Review & Assistance
  • FMLA Analysis
  • IRC 125 Cafeteria Compliance

Executive Compensation

  • Non-qualified Plans & Equity Arrangements:
    • Supplemental Executive Retirement Plans
    • Restricted Stock
    • Phantom Stock Plans
    • Stock Appreciation Rights (SARs)
    • ISOs, NQSOs, & ESPPs
  • “Rabbi” Trusts
  • IRC 409A Compliance
  • Dodd-Frank Assistance
  • IRC162(m) Analysis
  • IRC 280G Parachute Analysis
  • Corporate Governance & Risk Assessment
  • Employment & Severance Agreements

Additional Services

  • Merger & Acquisition Due Diligence
  • ASC 740-10 formerly FIN-48
  • Employee Communication Materials
  • Legislative & Compliance Services
  • RFP & Vendor Selection
  • Worker Classification Analysis & VCSP
  • Internal Audit Assistance
  • Form W-2 Reporting & Payroll