Melissa Kurtzman Email & Phone Number

Philadelphia, Pa, Us

Greater Philadelphia Area

Experienced Employee Benefits attorney specializing in advising clients in the design, implementation, operation and administration of employee benefit plans, including 401(k), 403(b), profit sharing, defined benefit, ESOP and welfare benefit plans. Advise clients of the employee benefit issues during all phases (due diligence, drafting of agreements) of corporate transactions, including mergers, acquisitions and dispositions. Draft plan documents, SPDs, complex QDROs, summaries, IRS and DOL… Show more Experienced Employee Benefits attorney specializing in advising clients in the design, implementation, operation and administration of employee benefit plans, including 401(k), 403(b), profit sharing, defined benefit, ESOP and welfare benefit plans. Advise clients of the employee benefit issues during all phases (due diligence, drafting of agreements) of corporate transactions, including mergers, acquisitions and dispositions. Draft plan documents, SPDs, complex QDROs, summaries, IRS and DOL disclosures, safe harbor notices, qualified default investment alternatives and black out notices. Assist clients with IRS determination letters, including new plans, amendments and terminations. Assist clients with self audits and voluntary compliance with the IRS and DOL correction programs. Advise clients on IRS and DOL audits in a cost effective manner. Assist Administrative and Investment Committees with fiduciary duties, including meetings, minutes, RFPs, contracts, and investment policies. Show less

Employee Benefits attorney assisting clients with the design, implementation and administration of employee benefit plans

Managed a department consisting of attorneys and paralegals that prepared 401(k), profit sharing and money purchase plans for clients in all 50 states. Drafted and designed plan documents, including SPDs, SMMs, IRS and DOL disclosures. Filed plans for IRS determination letters. Worked closely with the marketing, customer service, operations, compliance and technical services departments.Worked closely with financial partners in the design, roll out and servicing of 401(k) plans and other… Show more Managed a department consisting of attorneys and paralegals that prepared 401(k), profit sharing and money purchase plans for clients in all 50 states. Drafted and designed plan documents, including SPDs, SMMs, IRS and DOL disclosures. Filed plans for IRS determination letters. Worked closely with the marketing, customer service, operations, compliance and technical services departments.Worked closely with financial partners in the design, roll out and servicing of 401(k) plans and other arrangements. Show less

Llm Tax, Law

Jd, Law

Ba, Political Science