Cases
Representative Matters: Counsel to the largest telecommunications provider (NYSE-traded) in the U.S. with respect to ERISA
employee benefits-related litigation in state
federal courts in multiple jurisdictions across the United States.
Provide ongoing counsel to the largest telecommunications provider (NYSE-traded) in the U.S. with respect to defined-benefit pension plan
401(k) plan administration (single-employer plans
multi-employer plans), including participant communications related to employee benefit plans,
an entire redraft of all participant communications under the defined-benefit pension plans.
Counsel to the largest telecommunications provider (NYSE-traded) in the U.S. with respect to impact of mergers, divestitures
acquisitions on provision of employee benefits.
Provide ongoing counsel to the largest software-solutions company (NYSE-traded) in the U.S. with regard to all aspects of executive compensation agreements, including Internal Revenue Code Section 409A compliance. Assisted in the redesign, amendment
restatement of all executive compensation programs
plans.
Provide support with respect to all areas
issues arising out of hiring
termination of executives, including, but not limited to, the interaction with the individual executive incentive plans.
Provide ongoing counsel to the largest software-solutions company (NYSE-traded) in the U.S. with respect to outbound equalization projects. Provide support
counsel regarding individual issues that arise when executives leave the company but remain within the controlled group of companies. Provide assistance with respect to the interaction between the goals of the business transaction while keeping the U.S.-based executive compensation plans in compliance with their terms
applicable law.
Provide ongoing counsel to the largest software-solutions company (NYSE-traded) in the U.S. with respect to day-to-day 401(k)-plan, cash-balance-plan
health-
-welfare-plan compliance.
Provide ongoing counsel to the largest software solutions company (NYSE-traded) in the U.S. with respect to all aspects of employee benefits related to mergers
acquisitions, including but not limited to the integration of these business entities into the appropriate plans, both qualified
non-qualified.
Represent one of the largest U.S. investment banking firms (NYSE-traded) with respect to the bank's provision of trust, custodial
fiduciary services to employee benefit plans
employee benefits-related insurance products.
Represent one of the largest U.S. investment banking firms (NYSE-traded) with respect to its worldwide securities services group
its provision of transition-management services.
Represent an ESOP-owned information-technology
consulting solutions
services company with respect to day-to-day ESOP-plan, 401(k)-plan
health-
-welfare-plan compliance.
Counsel to a large manufacturing company (NYSE-traded) with respect to all aspects of employee benefits, including multiple defined-benefit pension plans, 401(k) plan, employer stock issues related to 401(k) plan, self-funded health
welfare plans, assisted on the redesign of pension plans including multiple plan freezes
plan mergers, recently amended
restated plans for design changes
IRS submission.
Counsel to a large medical device company (NASDAQ-traded) with respect to all aspects of executive compensation
employee benefits, including multiple pension plans, 401(k) plan, employer stock issues related to 401(k) plan, self-funded health
welfare plans, restructuring of executive deferral
supplemental retirement programs
related rabbi trusts for compliance with Internal Revenue Code Section 409A, management of QDRO outsourcing, executive employment
severance agreements, stock-option-plan compliance, recently amended
restated plans for design changes
IRS submission.
Counsel to a major pension fund investment manager on fiduciary issues pertaining to the plan asset regulations. Consultation has involved co-investor
fund of fund issues arising in connection with private equity funds
the creation of VCOC, REOC
QPAM structures.