Mind the details.

A bewildering array of statutory and regulatory requirements – including ERISA, HIPAA and the Internal Revenue Code – control pension and welfare benefit plans.  In some cases, inconsistent  state requirements may apply if you do business across state lines.  The attorneys at Klein Zelman Rothermel Jacobs & Schess LLP serve as counsel to both multi-employer and single-employer pension and welfare plans.  We can help you become and remain compliant both in drafting plans from the outset and in meeting the multiple legislative and regulatory requirements that apply when an employer offers benefits to its employees.

Related Services and Matters:                        

• US DOL Investigations/Audits
• IRS Investigations/Audits
• Internal Plan Audits
• Reporting and Disclosure Compliance
• 401(k) Plan Compliance
• COBRA Compliance
• Plan Document/Summary Plan Description Preparation and Review
• IRS/DOL Voluntary Compliance Filings
• Delinquent Contribution Claims
• Withdrawal Liability Claims
• Benefit Claims Review
• Review of Service Provider Agreements
• Trustee Fiduciary Responsibilities
• Due Diligence for Benefits Matters in Mergers and Acquisitions
• Privacy Procedures and Policies
• ERISA Litigation