Allotta Farley has attorneys that are experienced representing single employer plans and their plan sponsors in ERISA and all employee benefit related matters. This includes wide array of complex legal issues, including:
- Implementing plan designs with manageable and predictable program costs
- Developing a contribution structure to attract and retain key employees
- Advising on nondiscrimination and coverage testing, controlled group issues, and Qualified Separate Lines of Business (QSLOB) analysis
- Providing guidance on the “prohibited transaction” rules and the various exemptions thereto
- Representing clients in matters involving the IRS, Department of Labor, and other government agencies
- Providing consulting and filings related to IRS and DOL corrections programs
- Technical advice on tax and ERISA issues
- Compliance reviews for qualified retirement plans
- Analyzing and selecting vendors and other plan service providers
- Assisting with selecting and monitoring investment advisors
- Health and other welfare benefit plan consulting, including compliance with ERISA, ACA, COBRA, and HIPAA
- Defending employers in employee benefit plan litigation
- Drafting plan document, amendments, and summary plan descriptions
- Drafting Summaries of Material Modifications and other communication pieces in a manner that both complies with the law while also effectively communicating important information to plan participants
- Reviewed or drafting contracts, NDAs, and business associate agreements