Larry Rudawsky Email & Phone Number

Lunenburg, Ma, Us

Fort Wayne, Indiana, United States

I am pleased to join the Employee Benefits practice at Barrett McNagny LLP. Barrett McNagny is among the largest northeastern Indiana law firms and one of the oldest law partnerships in the state. Founded in 1876, we offer a full range of legal services to clients in northern Indiana, western Ohio, and southern Michigan.

Rochester, New York, United States

• Draft and file Determination Letter applications.• Review due diligence documents and reports and advise clients on employee benefit issues in mergers and acquisitions.• Draft and file Voluntary Compliance Program applications under ECPRS.• Update Summary Plan Descriptions for governing document and plan administrative changes.• Research and communicate to clients for statutory and regulatory changes to benefit plans. • Counsel clients to manage fiduciary liability.

Sayre, Pa

• Introduce trust and commercial bank officers to business market in Elmira, NY.• Develop and present competitive proposals for defined contribution plan conversion.• Effectively close retirement plan sales and oversee conversion process.• Consult on plan design and draft prototype documents to implement changes.• Restate plans for PPA using McKay Hochman prototype documents.• Test qualified plans for annual regulatory and non-discrimination compliance.• Increase use of plan benefits by participants for more effective retirement readiness.

• Senior manager of in-house administration of defined benefit plans, defined contribution plans, non-qualified deferred compensation plans, employer-sponsored IRA plans and managed IRAs.• Supervise relationship managers and IRA administrator for successful outcomes - meeting or exceeding client expectations.• Successfully oversee regulatory compliance, including required minimum distribution and prohibited transaction issues for qualified, non-qualified and VEBA plans.• Review plan and trust agreements for conversion to firm services; draft plan documents and service agreements for Taft-Hartley, 401(a), 401(k), 403(b), 457 and 409A plans.• Effectively accomplished plan corrections under Employee Plans Compliance Resolution System.• Measure and manage risk and effectiveness of trustee services, investment selection and management, regulatory compliance, financial transactions, financial and regulatory reporting, plan sponsor communications and participant communications.• Evaluate, negotiate and administer vendor contracts.• Lead successful business development efforts in conjunction with Wealth Management Group and Business Client Services.• Exceeded budgeted revenue goals seven of eight years through a combination of client retention, conversion of mature retirement plans, increase in participant contribution rates and management of billing processes.• Integrate strategic acquisitions into existing retirement services structure.

Kansas City, Missouri Area

• Provide legal services to trustee and recordkeeping provider. Assess and manage risk on behalf of UMB Bank. Monitor and apply prohibited transaction regulations.• Work directly with customers and other professionals regarding plan design analysis, implementation and ongoing administration of tax-qualified benefit plans.• Advised bank and their clients regarding health reimbursement plans, §401(k) plans, profit sharing plans (including cross-tested plans), stock bonus plans, nonqualified deferred compensation plans, employee stock ownership plans, §403(a&b) plans, §457 plans, money purchase pension plans, defined benefit pension plans, Taft-Hartley multi-employer plans and IRA. • Restated plans for GUST and EGTRRA using SunGard Corbel’s Relius document system. • Review, negotiate and approve Trust Agreements, Custody Agreements, Service Agreements and investment Purchase Agreements. • Manage transition of legal risks as UMB Bank transferred its employee benefits business to Marshall & Ilsley Trust Company.

Wooster, Oh

• Managed the firm’s ERISA practice.• Counsel clients regarding the amendment and modification of existing benefit plan structures and assist clients in the termination of plans. • In the context of business acquisitions, prepare compliance and financial audits and counsel clients regarding strategies for integrating the health and welfare and retirement plans for acquiring entities and their targets, paying special attention to coverage and nondiscrimination issues. • Represent clients before the Internal Revenue Service and the Department of Labor in matters affecting retirement plans, and assist clients in the identification and remediation of errors committed in plan administration. • Draft customized VEBA, §125, and qualified and nonqualified retirement plan documents and forms that may be used in plan administration• Researched and advised affiliate of national bank on insurance regulations in 40 states.

Juris Doctor (J.D.), Law

Bachelor'S Degree

Education record