Yatindra practices in the areas of qualified and nonqualified retirement plans, multiemployer plans and executive compensation.
He assists clients with plan document drafting, plan compliance programs and plan audits. Yatindra supports plan sponsors with day-to-day administrative efforts, including benefit claims and appeals, QDRO determinations, and participant communications. He advises retirement plan committees and boards of trustees on implementing changes in law, adopting plan amendments, and addressing administrative appeals. Yatindra also represents plan fiduciaries in Department of Labor investigations and has significant experience with tax-qualification and other Internal Revenue Code issues for multiemployer pension plans.
Yatindra works with plan sponsors to obtain relief under IRS correction procedures for operational failures of nonqualified deferred compensation plans. In addition, he works on 409A compliance and advises plans on correcting FICA tax withholding errors. He also prepares Code Section 457(f) deferred compensation plans for tax-exempt organizations, and has experience drafting equity grants and agreements for equity compensation plans.
During law school, Yatindra served as an intern with Anderson Tax in San Francisco and Baker & McKenzie in Ho Chi Min City, Vietnam. He also previously passed the Special Enrollment Examination to gain an Enrolled Agent designation from the IRS.
He has been recognized as a “Rising Star” by the Northern California Super Lawyers since 2021.
ARTICLES AND UPCOMING PRESENTATIONS
- INVESTMENT ADVICE FIDUCIARY RULE, ROUND THREE — Retirement Security Rule: Definition of an Investment Advice Fiduciary & Proposed Amendment to Prohibited Transaction Exemption 2020-02
- DOL Releases RFI on Possible Agency Actions to Protect Life Savings and Pensions from Threats of Climate-Related Financial Risk
- Final Rule on E-Disclosures: The DOL Provides Retirement Plans with an Additional Safe Harbor for Electronic Disclosure of Required Plan Notices Under ERISA
- IRS Issues Interim Guidance under Notice 2019-09 on Section 4960 Excise Tax for Tax-Exempt Organizations and Certain Governmental Entities
- DOL Announces April 1, 2018 Applicability Date for Final Rule Amending Claims Procedure for Disability Benefits
- Disability Claims Regulations Delayed to April 1, 2018
- Section 409A Relief for Tax Payments from Section 457A Plans