Transitioning employers to a new plan document and/or third-party administrator; Designing, drafting, and amending custom summary plan descriptions and plan documents; Resolving plan operational problems.
Advice on complying with fiduciary, reporting, and tax requirements; Obtaining formal rulings such as IRS determination letters and DOL opinion letters.
Representing employers in lawsuits over complex benefit disputes, employment, and matters involving competition and trade secrets.


