Pension & Employee Benefits

Brenner, Saltzman & Wallman counsels clients on a wide range of pension and employee benefits matters. We advise family businesses, professionals, corporations, cities, and towns (some of which have plans with assets exceeding $100 million) on the design, implementation, documentation, and legal compliance of tax-qualified retirement plans as well as cafeteria plans, fringe benefit plans and non-qualified deferred compensations arrangements. Our attorneys bring a practical and business-sensitive approach to the complex and rapidly-changing area of employee benefits law. In addition to serving our clients’ day-to-day needs, our employee benefits attorneys work closely with our corporate, tax and real estate attorneys on ERISA aspects of the firm’s transactional practice.

  • Tax-qualified plans
  • Advising employers & trustees
  • Non-qualified deferred compensation plans
  • Section 403(b) & Section 457 plans
  • DOL & IRS audits
  • Drafted retirement plans, including cash balance, profit sharing, 401(k), and traditional pension plans.
  • Prepared, submitted and received approval for corrections for plan errors under the IRS Employee Plans Resolution System.
  • Analyzed complex business ownership structures to determine related employers for purposes of tax qualification rules.
  • Drafted Qualified Domestic Relations Orders.
  • Reviewed and negotiated agreements between retirement plans and investment advisers, investment managers, consultants, and custodians.
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