Representative Experience

• Working with a publicly traded manufacturing company to successfully implement a defined benefit pension plan in-service distribution option in less than six months’ time.
• Serving as project manager and legal counsel with respect to a large compliance review for a defined benefit pension plan that included review of documents and administrative procedures and testing of all types of plan transactions and calculations against those documents and procedures.
• Assisting with plan design and plan drafting for a 401(k) plan student loan match program.
• Advising self-funded medical plan sponsors on a myriad of compliance issues, including compliance with the Affordable Care Act, No Surprises Act and Price Transparency requirements, and assisting those plan sponsors in working with their third-party administrators to ensure compliance.
• Advising a large retail company on day-to-day health and welfare plan compliance issues, such as issues involving open enrollment, election changes, plan design changes, and vendor errors, via a health plan hotline arrangement.