Services
Chang, Ruthenberg & Long advises sponsors and fiduciaries on all aspects of qualified retirement plans and welfare plans, including design, documentation, set-up, administration, reporting, fiduciary representation, termination, and compliance review and assistance. As a full-service employee benefits law firm, our areas of expertise also include:
- Counseling public agencies with respect to CalPERS issues and GASB 45 liability.
- Assisting employers with understanding their plan administration and plan investment responsibility and suggesting fiduciary "best practices."
- Representing employers and trustees in employee benefits related IRS audits and tax controversies, and DOL investigations.
- Planning and design for executive compensation, including stock arrangements, nonqualified deferred compensation, "rabbi" trusts, and deferred compensation for tax-exempt employers and government agencies.
- Advising employers and their corporate counsel regarding employee benefit issues in mergers and acquisitions.
- Obtaining determination letters, private letter rulings, DOL advisory opinions, and prohibited transaction exemptions for employers, fiduciaries, and participants.
- Working with not-for-profits and school districts to comply with new regulations regarding their tax-sheltered annuities or 403(b) plans.
- Providing ERISA litigation support and defense of participant claims, including expert witness testimony.
- ESOP and KSOP design, planning, and transactions for public companies and private company succession strategies.