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DateTitleKnowledge Type
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
01 December 2014
EEOC Wellness Program Litigation: Has the EEOC Gone Wild?
Source: The ECFC Flex Reporter
11 July 2014
Targeted IRS Examinations of Section 409A Compliance
Source: BNA Tax and Accounting Center
03 July 2014
Seismic Shift for Employer Stock in ERISA Account Plans: Supreme Court Voids Presumption of Prudence Legal Alerts
15 May 2014
Targeted IRS Examinations of Section 409A Compliance Legal Alerts
17 March 2014
Final Information Reporting Requirements for Employers Legal Alerts

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Experience Highlights

IRS challenging a listed transaction for a global manufacturer
Represented a global manufacturer in a case involving a highly controversial “listed transaction” being challenged by the IRS.  The listed more
Advised major North Carolina healthcare insurer on its comprehensive wellness program
Assisted in the design, documentation and implementation of a comprehensive wellness program and development of related administrative service more
ERISA asset management for a national beverage manufacturer
Represented a national beverage manufacturer and worked seamlessly with in-house counsel to support their development of new model investment more
Electronic health records for a national beverage manufacturer
Assisted a national beverage manufacturer in designing electronic health records for its employee group health plan. more

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