Our lawyers provide comprehensive employee benefits services to a wide range of clients, including small and large privately held companies.

Our employee benefits services fall generally into the following areas, and our attorneys have subspecialties within these areas:

Retirement Plans
In the area of qualified retirement plans, we design and draft pension and profit sharing plans, 401(k) cash or deferred arrangements and other specialized plans. Our lawyers are experienced in the formation and implementation of employee stock ownership plans (ESOPs), both leveraged and non-leveraged. The Employee Benefits group obtains rulings on plan qualification and related questions from federal administrative and regulatory agencies. We also advise clients in connection with such special programs as early retirement window and severance programs.

Fiduciary Advice
Our lawyers provide advice to plan sponsors, issuers of securities, institutional fiduciaries, and securities brokers and dealers on ERISA implications of their business activities. The fiduciary issues include prohibited transactions and available exemptions, ERISA plan asset issues, fiduciary standards of conduct, and securities law disclosure requirements.

Our tax lawyers also provide comprehensive employee benefits services to small and large privately held companies and tax-exempt organizations. In this area, we tap into the expertise of Kotz, Sangster Wysocki & Berg. P.C. labor and employment lawyers, as well as our litigators and corporate lawyers. We can therefore deal on a sophisticated and comprehensive basis with all aspects of programs designed to deliver retirement and welfare benefits to employees.