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Degrees
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Juris Doctorate (J.D.), 1983
Legum Magisterium (LL.M.) post-doctoral studies and degree in tax law, 1986
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My Expert Service
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We show employers how, from a practical perspective, to comply with the federal benefits laws.
We help employers understand what claims procedures need to be in place and how they must be explained in benefits summaries.
We provide practical advice on how to deal with employees' specific claims for health, retirement plan and other employee benefits, and employees' request for plan documents and information.
We help employers answer questions and deal with their employees regarding benefits.
We consult with employers about how to select and only pay reasonable fees for services related to their 401k and other plans, to avoid claims for more benefits if excessive fees were charged by the service provider against the employees' 401k plan accounts. This includes assistance in drafting RFPs for benefits services.
We also help employers to tailor their 401k, health and other employee benefits plans to meet their objectives in offering such plans, and maximizing the available tax savings. We help increase the return on investment from these plans.
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Experience & Qualifications
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I have advised employers regarding employee benefits since 1990. During that time, I've consulted in the development of the design and then drafted hundreds of 401k, health and other employee benefit plans. This includes authoring our own IRS-approved prototype 401k plan.
I've been a benefits manager (in-house) for a company, as well as defended employee benefit claims in federal court.
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Available Modes Of Communication
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email/chat
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Contact
ERISA Guru
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