Advised large real estate management company with respect to the correction of plan operational failures through the Internal Revenue Service’s Employee Plans Compliance Resolution System program.
Advised large public company with respect to amending their employee stock ownership plan in connection with a corporate transaction.
Advised construction and residential building management group with respect to determination of controlled group in connection with health care obligations for full-time employees under the Affordable Care Act.
Represented an emerging company that develops artificial intelligence and machine learning in the healthcare space.
Provided advice regarding amendments to summary plan descriptions to be compliant with ERISA.
Represented an institutional fiduciary in connection with a pension risk transfer.