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

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