One Park Plaza, Suite 600  Irvine, California  92614

Telephone (949) 660-0481

Employee Benefits & ERISA Law

¨  Qualified & Non-Qualified Plans

¨  Health & Welfare Plans

¨  IRS & DOL Audits

¨  Fiduciary & ERISA Consulting

¨  ERISA Claims and Disputes

 

Boutwell Fay LLP is highly experienced in the drafting, qualification, design, administration and operation of all types of qualified and non-qualified plans, including:

 

Qualified Plans:

¨ 401(k) plans

¨ Profit sharing and money purchase plans

 Defined benefit pension plans

¨ 403(b) plans and 457 plans

¨ ESOPs

¨ 457(b) plans

¨ Non-qualified deferred compensation plans

 

Non-Qualified Plans:

¨ Top hat (elective deferral) plans

¨ SERPs

¨ Excess benefit plans

¨ Fantom stock plans

¨ 457 (f) plans

¨ Split-dollar/insurance plans

 

Our attorneys provide advice on administrative and compliance issues (including compensation limits, age discrimination, etc.), legislative and regulatory changes, and employee retirement claims and document requests.  We also help to structure and coordinate multi-plan implementation (such as ESOPs with other benefit plans).

 

Corporate Transactions:

 In the event of a merger or acquisition, initial public offering, or other company restructuring, we offer counsel as to the affect on qualified and non-qualified plans.

¨ Assistance in due diligence

¨ Drafting representations and warranties

¨ Advice on transitioning benefits

¨ Plan termination/partial termination issues

¨ Advice to Boards of Directors, compensation committees and other plan fiduciaries regarding corporate transactions

Practice Areas:

Qualified & Non-Qualified Plans

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