Providing Expert Guidance with Benefit Plan Development & Claims

Golan Christie Taglia attorneys have experience in identifying and implementing appropriate benefit plans for tax-exempt entities, professional organizations and businesses of all sizes. Our practice includes:

Retirement Plan Design and Implementation

• Pension Plans and Section 403(b) Plans
• Profit Sharing Plans
• Section 401(k) Plans and Cash Balance Plans
• Employee Stock Ownership Plans (ESOPs)
• Individual Retirement Accounts (IRAs)

Retirement Plan Operations

• ERISA Compliance and Audits
• Benefit Distributions and Claims
• Fiduciary Duties and Prohibited Transactions
• Qualified Domestic Relations Orders (QDROs)
• Private Letter Ruling and Employee Plans Compliance Resolution System (EPCRS) Submissions
• Plan Mergers and Terminations

Non-Qualified Deferred Compensation Arrangements/Executive Compensation

• Deferred Compensation and Employment Agreements
• Section 409A Review and Compliance
• Section 457 Compliance for Tax-Exempt Organizations
• Stock and Equity Incentive Plans
• Reduction in Force and Retention Incentive Programs

Welfare Plans

• Cafeteria and Flexible Benefit Plans
• Affordable Care Act (“Obamacare”) Compliance
• COBRA Claims
• Subrogation Claims to Recover Group Health Benefits

ERISA Rights

• Benefit Claims
• Fiduciary Compliance
• Representation before the Internal Revenue Service, the Department of Labor and the Pension Benefit Guaranty Corporation (PBGC)