Skip to Content

Employee Benefits & Executive Compensation

We understand that the highly-regulated and complex nature of employee benefits and executive compensation renders a challenging task for employers.

We partner with our clients to meet these challenges by providing traditional employee benefit services, as well as innovative and practical solutions to complicated employee benefit issues. With business priorities clearly in mind, we provide our clients with a practical, results-oriented, responsive, and proactive approach.

Ways we can help:

  • Tax-Qualified Retirement Plans
    • Defined contribution plans (401(a), 401(k), and 403(b))
    • Defined benefit pension plans
    • Employee stock ownership plans (ESOPs)
    • Plan mergers, spin-offs, and terminations
  • Deferred Compensation
    • Nonqualified deferred compensation and Code §409A
    • 457(b) and 457(f) Plans
  • Executive Compensation & Equity Plans
    • Executive compensation
    • Incentive and equity compensation plans (stock options, restricted stock profits interests, and other equity-based compensation)
    • Bonus plans and change-in-control agreements
    • Severance plans and arrangements
  • Fiduciary and Compliance
    • ERISA compliance
    • Plan corrections
    • IRS, DOL, and PBGC compliance, audits, investigations, and assessments
    • Committee meetings, charters, and advising
    • Investment policy statements
    • Fiduciary compliance, counseling, and training
    • Plan qualified status opinion letters (MMM D-Letter Program)
    • Union-related benefit issues
    • Service provider requests for proposals, contract review, and negotiation
  • Health and welfare plans
  • Employee benefits pre-transaction planning, due diligence, negotiating benefits related provisions of transaction documents, and post-transaction integration
  • ERISA “plan asset” advice and prohibited transactions/exemptions