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DateTitleKnowledge Type
04 December 2017
IRS Offers 2 Methods to Correcting Missed Plan Loan Payments
27 November 2017
2017 Tax Reform Effects on Certain Welfare and Fringe Benefit Plans Other Publications
19 October 2017
2018 Benefit Limits Legal Alerts
09 June 2017
Fiduciary Rule: June 9 & Beyond Legal Alerts
08 June 2017
Court Supports Plans’ Freedom to Craft Own Process for Beneficiary Designations
Source: HR Daily Advisor
19 October 2016
IRS Provides Guidance for the Post-Determination Letter Era Legal Alerts
01 March 2016
Is there a Difference Between a Domestic Relations Order and a QDRO?
Source: Thompson's Guide to Assigning and Loaning Benefit Money
04 January 2016
2016 Benefit Limits Legal Alerts
17 November 2015
Legal Issues for Workplace Wellness and Disease Management Programs Podcasts
01 July 2015
Obergefell Simplifies Benefit Plan Administration Legal Alerts

Employee Benefits

Experience Highlights

Executive compensation and employee benefit matters for major North American bottled water company
Redesigned the executive deferral plans, split dollar life insurance plans and executive health plans for a major North American bottled water more
Advised major North Carolina healthcare insurer on its comprehensive wellness program
Assisted in the design, documentation and implementation of a comprehensive wellness program and development of related administrative service more
ERISA asset management for a national beverage manufacturer
Represented a national beverage manufacturer and worked seamlessly with in-house counsel to support their development of new model investment more
ERISA asset management for a large financial institution
Assisted a large financial institution with all aspects of a transaction to enhance the anticipated long-term return of its pension plan by a private more

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