Our Firm provides representation in connection with all forms of employee benefit plans, including:

  • tax-qualified plans, such as 401(k) plans, profit-sharing plans, money purchase pension plans, defined benefit plans, simplified employee pension plans, employee stock ownership plans, and individual retirement account/annuity documents;

  • non-qualified deferred compensation plans, such as Section 457 plans, and other executive compensation plans; and

  • welfare benefit plans, such as cafeteria plans and self-insured medical reimbursement plans.

Riley Bennett & Egloff assists clients in the selection, design, drafting and implementation of these plans, either as individually designed plans for specific employers, or as prototype plans for banks, insurance companies, investment firms and trade associations. The Firm also drafts supporting documents and forms for these plans, assists with the Internal Revenue Service qualification process, and provides consultation regarding reporting, disclosure, administrative, fiduciary and other regulatory matters.

In addition, the Firm represents management, plan fiduciaries, and employee benefit plans themselves in employee benefits audits, agency proceedings and litigation