Employee Benefits and ERISA

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)

Employee Benefits and ERISA Team