We serve as ongoing legal counsel and technical advisors for third party administrators, recordkeepers, actuaries, banks and trust companies, investment providers, consultants, insurance benefit providers, and other service providers to employee benefit plans.
We understand their business goals and challenges in the complex and quickly evolving field of employee benefits and we help them operate their business from both a competitive as well as a regulatory basis. Given our extensive experience with advising plan sponsors, we are uniquely qualified to provide practical and valuable legal advice to plan service providers.
Some of the legal services we provide to third party administrators and other service provider clients include:
- Answering technical and regulatory questions to help them better serve their clients
- Preparing engagement agreements with their clients
- Reviewing administrative forms and other compliance matters
- Drafting and reviewing contractual agreements with other service providers and business entities
- Defending against claims
- Providing advice on whether and how to market services and products
If you'd like to know more
- Improper Delegation of Authority Could Cost a Plan its Deferential Standard of Review
GISUE MEHDI and MARY E. POWELL, December, 2018 The Employee Retirement Income Security Act (ERISA) gives participants and beneficiaries the right to have plan benefit denials reviewed in federal court. The court reviews a plan claims administrator’s benefit denial decision as “de novo” (looking at the facts anew and reaching its own decision, with no […]READ MORE
- 2019 Pension Plan Limitation Highlights
SHANNON OLIVER, December, 2018 On November 1, 2018, the Internal Revenue Service issued Notice 2018-83, containing the cost-of-living adjustments related to retirement plan limitations under the Internal Revenue Code (the “Code”). These changes will take effect on January 1, 2019. Below are some of the highlights. Limitations That Have Increased The limitation on the annual […]READ MORE
- IRS Issues Initial Code Section 83(i) Guidance – Mostly Good News
J. MARC FOSSE, December 10, 2018 The IRS has provided initial guidance in Notice 2018-97 (the “Notice”) about certain statutory requirements for private corporations granting options and restricted stock units (RSUs) which they intend to treat as qualified equity grants under section 83(i) of the Internal Revenue Code (the “Code”). If an option or RSU […]READ MORE