The Benefits Practice

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