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Perspectives on Executive Compensation & Benefits
Qualified Plans
The implementation and compliance of qualified plans has become more difficult and complicated since regulation by the Internal Revenue Service and the Department of Labor has increased. We can counsel you on various aspects of plan implementation and draft qualified pension and profit-sharing documents while addressing related Internal Revenue Service submissions. Our attorneys can advise you on fiduciary matters as well as the tax and ERISA implications of proposed investments. Recent assignments in the qualified plan area include:
- Drafting complex single-employer pension and profit-sharing plans and securing favorable determination letters.
- Preparing Department of Labor advisory opinion requests and prohibited transactions exemptions.
- Advising on the impact of recently proposed IRS regulations on pension and profit-sharing plan design.
- Creating master trusts and other vehicles to promote offshore investment by pension plans.
