ERISA Compliance

ERISA Compliance - Health and Welfare

ERISA compliance solutions for health and welfare. Examples include but are not necessarily limited to the following: 

  • Affordable Care Act analysis and related filings (e.g. 1094/1095-C)

  • MEWA analysis and M-1 filing

  • Controlled group analysis

  • Federal and state COBRA requirements

  • Compliance filings and exposure analysis such as mid-year change in benefits.

  • Transparency in Coverage reporting requirements

  • Wrap plan and committee charter drafting.

  • Administrative Service Agreement drafting and negotiation.

ERISA Compliance - Retirement

ERISA compliance solutions for retirement plans. Examples include but are not necessarily limited to the following:

  • Prohibited transaction and related correction procedures (e.g. VCP, VFCP, and SCP)

  • Plan document, amendment, summary plan description, summary of material modification, plan termination notices.

  • Compliance filings

  • ERISA controlled group analysis.

  • Administrative Services Agreement drafting and negotiation.

ERISA Compliance - Other

We also provide ERISA counsel in other applicable employee benefit areas such as:

  • Severance Plan, Policy, or Practices relating to ERISA

  • Voluntary Benefits and ERISA

  • 3(16), 3(21) ERISA fiduciary advice