top of page
Boutwell Fay Logo

Richard Luna

Richard Luna

For almost 20 years, Richard Luna has advised employers of all sizes, including Fortune 500 companies and other public and private companies and start-ups on all aspects of ERISA compliance and the day-to-day operation and administration of employee benefit plans.

 

Rich has extensive experience designing plans, and drafting plan documents, amendments and summary plan descriptions to ensure employer plans are compliant with ERISA and the Internal Revenue Code. He has adeptly navigated complex fiduciary issues and prohibited transactions, ensuring clients remain compliant while optimizing their benefits strategies.

 

He also advises clients on compliance issues under IRS and Department of Labor correction programs. Rich counsels on the myriad of issues that arise with plan fiduciaries, such as participant disclosures, plan investments and potential prohibited transactions.

Before joining private practice, Rich held several roles at the Employee Benefits Security Administration of the U.S. Department of Labor (DOL), where he oversaw a team that investigated complex financial matters related to plan investments, fees, ESOPs, prohibited transactions, MEWAs and other benefit plans and negotiated corrections with fiduciaries. Additionally, his legal expertise spans ERISA, the IRC and more.

 

Rich also spent several years as an attorney at the Pension Benefit Guaranty Corporation, where he played a pivotal role in litigating ERISA claims involving single and multiemployer defined benefit pension plans. His expertise extended to analyzing and advising on complex issues related to DB plans under ERISA, the IRC, and Bankruptcy Code statutes and regulations, such as controlled groups, withdrawal liability regulations and other legal theories for pension liability. Rich also directed and advised agency financial analysts and auditors on employee benefits, bankruptcy, administrative law and other matters for audits of pension plans of varying sizes.

 

Prior to joining the firm, Rich practiced employee benefits law at an AM Law 100 firm as well as a boutique benefits and labor firm.

 

 

Admitted:

2022, California

2006, District of Columbia

2005, Maryland 

 

Education:

The Catholic University of America, Columbus School of Law, Washington, D.C, J.D., 2005

St. John’s College, Annapolis, MD, B.A., 1996

 

Honors:

Government Fellow, American Bar Association, Section of Labor & Employment Law, Employee Benefits Committee (2021-2014)

 

Membership:

Member, ABA Section of Labor & Employment Law, Employee Benefits Committee

bottom of page