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DateTitleKnowledge Type
09 June 2017
Fiduciary Rule: June 9 & Beyond Legal Alerts
08 June 2017
Court Supports Plans’ Freedom to Craft Own Process for Beneficiary Designations
Source: HR Daily Advisor
Articles
19 October 2016
IRS Provides Guidance for the Post-Determination Letter Era Legal Alerts
01 March 2016
Is there a Difference Between a Domestic Relations Order and a QDRO?
Source: Thompson's Guide to Assigning and Loaning Benefit Money
Articles
04 January 2016
2016 Benefit Limits Legal Alerts
17 November 2015
Legal Issues for Workplace Wellness and Disease Management Programs Podcasts
01 July 2015
Obergefell Simplifies Benefit Plan Administration Legal Alerts
09 June 2015
It’s Not Too Late to Avoid Early Legal Alerts
05 May 2015
Impact of Updated Fiduciary Investment Advice Definition on Large Plans Legal Alerts
06 January 2015
2015 Benefit Limits Legal Alerts

Employee Benefits

Experience Highlights

Health and welfare employee benefits for a national beverage manufacturer
Represented a national beverage manufacturer in conducting an ERISA, COBRA and HIPAA privacy and security compliance audit of its health and welfare more
Executive benefits structure for a Fortune 500 fast food operator
Prepared provisions for qualified and non-qualified plans to implement a benefits structure for executives transferring between international and more
ERISA asset management for a large financial institution
Assisted a large financial institution with all aspects of a transaction to enhance the anticipated long-term return of its pension plan by a private more
Advising a Fortune 100 subsidiary in pension fund's multibillion dollar investments
Represents the wholly-owned subsidiary of a major Fortune 100 company that acts as the in-house asset manager in connection with the pension more

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