Tax Qualified Retirement Plans
Schiff Hardin attorneys advise clients on more than 100 qualified retirement plans, including:
- Compliance with applicable provisions of the Internal Revenue Code (Code)
- Employee Retirement Income Security Act (ERISA)
- Federal and state securities laws
- The Age Discrimination In Employment Act (ADEA)
- Other applicable statutes
We counsel clients in connection with:
- All aspects of profit sharing and 401(k) plans
- Thrift and savings plans
- Employee stock option plans (ESOPs)
- Defined benefit pension plans, including cash balance plans
Counseling in connection with these matters includes securing determination letters and individual private letter rulings from the Internal Revenue Service (IRS). We have extensive experience in terminating qualified plans, including dealing with surplus plan assets and securing appropriate approvals from the IRS and the Pension Benefit Guaranty Corporation (PBGC). We also review qualified domestic relations orders and assist plan administrators in processing benefit claims.
