Sale of physician practice
Represented specialty physician practice on benefits matters in sale of practice and related termination of 401(k) and cash balance plans.
ESOP of a long-term care provider
Represented long-term care provider in termination of ESOP in connection with sale of the company.
Phantom equity plan for construction company
Drafted and advised on the implementation of a phantom equity plan for commercial construction company.
University 403(b) plan
Represented university in transition from multiple recordkeepers and restatement of retirement plans.
Affordable Care Act penalties
Represented publicly traded poultry producer in abatement of IRS penalties for Affordable Care Act filings medical plan.
Healthcare provider medical plan
Represented healthcare provider in Department of Labor investigation of medical plan.
401(k) plan of government contractor
Represented government contractor before Department of Labor for penalties assessed for late-filed Forms 5500.
Healthcare provider 403(b) plan
Represented healthcare provider in correction of operational failures and submission of late Forms 5500 Annual/Report spanning numerous years.