Richard Helmreich Email & Phone Number

Columbus, Oh, Us

Columbus, Ohio, United States

In the tax-qualified retirement plan area, I assist employers in the design and implementation of tax-qualified retirement plans, including defined benefit pension plans, profit sharing plans, 401(k) plans, money purchase pension plans, employee stock ownership plans (ESOPs), collectively bargained union plans, and 403(b) tax deferred account plans for tax-exempt organizations. In the health and welfare plan area, I assist employers with the implementation of group health, dental, long term disability, and group term life insurance benefits, including the design of self-insured medical benefits plans, cafeteria plans, tax-exempt VEBA trusts, and third-party administration agreements. In the nonqualified plan and executive compensation area, I design comprehensive management incentive programs with stock options, stock appreciation rights, phantom stock and restricted stock. He has prepared nonqualified deferred compensation plans, supplemental executive retirement plans, excess benefit plans, and individualized deferred compensation arrangements to provide targeted tax deferred compensation to executive management teams.Of particular significance, I have substantial experience in mergers and acquisitions and securities laws as they relate to employee benefit plans. In the securities area, I assist employers in implementing employer stock based plans, including participant-directed employer stock investment funds in profit sharing and 401(k) plans, and employee stock purchase plans while addressing the Form S-8 registration statement and Form 11-K annual report filing requirements.

J.D.

B.S., Business/Accounting