Practice Areas: Fee-based Services...
Services provided outside the scope of our retainer (non-retainer services) include: Preparation of opinion letters, plan documents and form for client use; Client document review; Quantitative legal research; IRS and DOL forms (5500 etc.) completion and filing; and, Any other client specific matters where our opinion may be relied upon as legal advice. For more information, call us at (415) 461-3912
Plan Document Preparation:
- Official plan documents;
- Summary plan description (SPDs);
- Summary of material modifications;
- Procedures for qualified medical child support orders;
- Wrap-around plan documents/SPDs;
- Self-funded health plans;
- Adoption assistance plans;
- Qualified transportation programs;
- Educational assistance plans;
- Severance pay plans; and
- Retiree health plans.
HIPAA Compliance. Preparation of all written materials, including certifications, policy statements, business associate agreements and policies and procedures required under the privacy and security provisions of HIPAA.
Cafeteria Plan Compliance. Preparation of plan documents, salary reduction agreements, announcement materials, discrimination testing and plan design consulting.
Form 5500 Compliance:
- Current filings, including summary annual reports;
- Late filings (with letters of explanation);
- Amended filings; and
- Audit resolution.
Legal Consulting – Includes Specialized Expertise in the Following Areas:
- Benefits in public agency section;
- HIPAA compliance: client-specific consultation;
- Domestic partner benefits;
- State insurance law compliance;
- VEBA trusts;
- Multiple employer welfare arrangements;
- Benefits in bankruptcies;
- Benefits in mergers and acquisitions;
- Third-party administration issues;
- Assistance with DOL and IRS audits; and HSAs, MRAs and HRAs