Henson & Efron Experience: Employee Benefits
Representative Experience: Employee Benefits
- Designed, drafted and interpreted tax-qualified and non-qualified deferred compensation plans and equity compensation plans
- Represented companies owned by employee stock ownership plans, including structuring a multimillion dollar financing transaction and advising employers on the management of repurchase liability
- Designed and drafted welfare and fringe benefit plans and summary plan descriptions
- Completed retirement plan qualification process, analyzed and corrected qualification defects and negotiated with IRS to resolve issues and preserve plan qualification through closing agreement program
- Resolved retirement asset transfer and plan merger issues in context of acquisition and divestiture transactions
- Structured multimillion dollar financing transactions through employee stock ownership plans for publicly held corporations
- Analyzed plan qualification defects and negotiated with the IRS to resolve issues and maintain plan qualification through Closing Agreement Program
- Represented plan participants in class action lawsuit involving claims of breach of fiduciary duty
- Completed all forms and explanations necessary to maintain qualifications of defined benefit and defined contribution plans and employee stock ownership plans as ongoing plans
- Resolved retirement plan asset transfer and plan merger issues in context of major corporate acquisitions
- Developed a variety of plan documents easily adaptable to client situations and drafted complex plan documents tailored specifically for a client's unique needs
- Designed non-qualified deferred compensation plans and equity compensation plans to implement client's total compensation objectives
- Obtained individual prohibited transaction exemptions through Department of Labor