ERISA and Employee Benefits

Greg Reymann started his career at the National Office of the Internal Revenue Service where he reviewed for approval qualified retirement plan prototypes and wrote private letter rulings on issues pertaining to employee benefit plans.  He later became the lead ERISA Counsel for Franklin Resources, and has over the past two decades counseled his corporate clients in the tax and fiduciary aspects of employee benefit plans.

As a result, our employee benefits practice can help you design and draft various types of non-qualified deferred compensation plans for key employees of nonprofit and for-profit organizations, including 457(b) plans, 457(f) plans, rabbi trusts, stock appreciation rights plans, secular trusts, top-hat plans, incentive stock option plans, non-qualified stock option plans and phantom stock plans.

We also provide legal advice on qualified retirement plans for companies of all sizes, including nonprofit and trade associations. Furthermore, we can assist clients in the correction of plan failures and will represent clients in plan audits of their employee benefit plans.

Many investment advisors and fund managers work with retirement plan investors and may have the following concerns where we can provide workable solutions:

  • Boundaries and requirements of the fiduciary responsibility and any applicable exemptions
  • Circumstances under which a non-fiduciary may be liable for breaches of duty
  • Measures that effectively insulate funds from potential liability
  • Measures that protect individual fiduciaries from co-fiduciary liability
  • Contractual matters
  • Conflicts of interest

To schedule a consultation with Greg or John, call Carter Reymann Law today.