Working with companies of all sizes from a variety of industries including manufacturing, engineering, distribution, transportation and the professional employer organization (PEO) industries, I advise clients on all areas related to Employee Benefits and many areas of Employment law. I have helped dozens of employers avoid the disastrous result of disqualification of retirement plans (including employee stock ownership plans [ESOPs], 401(k) plans and traditional defined benefit plans)… Show more Working with companies of all sizes from a variety of industries including manufacturing, engineering, distribution, transportation and the professional employer organization (PEO) industries, I advise clients on all areas related to Employee Benefits and many areas of Employment law. I have helped dozens of employers avoid the disastrous result of disqualification of retirement plans (including employee stock ownership plans [ESOPs], 401(k) plans and traditional defined benefit plans) by the IRS. This was accomplished by taking advantage of the IRS’s “amnesty” correction programs.EXAMPLES OF ADVICE SOUGHT BY CLIENTS:* Helping business owners establish an ESOP as a vehicle for succession planning.* Answering questions related to health care reform. * Advising employers on employment law issues, such as unlawful discrimination, employee leave issues and employee handbooks.* Assisting employers in developing retirement plans that allow business owners to save more money for retirement.* Helping employer clients provide executive compensation strategies, such as stock warrants, stock appreciation rights (SARs) and phantom stock benefits, to reward long-term management employees.CLIENTS:A few clients I currently represent include ABC Supply, Inc., Weather Shield Manufacturing, Inc., Diversified Benefit Services, Pflow Industries, Inc., and Owners Edge, Inc.RETIREMENT PLAN EXPERIENCE: * 401(k), profit sharing, 403 (b) employee stock ownership plans (ESOPs)* Traditional defined benefit pension plans* Plan document compliance* Fiduciary issues* Prohibited transactions* IRS filings (such as determination letter requests)* QDROs and helping to correct mistakes made by plan sponsor or a service providerHEALTH & WELFARE PLAN EXPERIENCE:* COBRA* HIPAA (portability, privacy and security)* Health care reform* Subrogation issues* Code Section 125 Plans / HRAs / HSAs* Wellness plans* VEBA Trusts Show less

Working as an ERISA and HR attorney advised clients on a variety of issues related to Employee Benefits & Labor laws. Areas included:RETIREMENT PLANS: * 401(k), profit sharing, employee stock ownership plans (ESOPs)* Traditional defined benefit pension plans* Plan document compliance* Fiduciary issues* Prohibited transactions* IRS filings (such as determination letter requests)* QDROs and helping to correct mistakes made by plan sponsor or a… Show more Working as an ERISA and HR attorney advised clients on a variety of issues related to Employee Benefits & Labor laws. Areas included:RETIREMENT PLANS: * 401(k), profit sharing, employee stock ownership plans (ESOPs)* Traditional defined benefit pension plans* Plan document compliance* Fiduciary issues* Prohibited transactions* IRS filings (such as determination letter requests)* QDROs and helping to correct mistakes made by plan sponsor or a service providerHEALTH & WELFARE PLANS:* COBRA* HIPAA (portability, privacy and security)* Health care reform* Subrogation issues* Code Section 125 Plans / HRAs / HSAs* Wellness plans Show less