We serve as ongoing legal counsel and technical advisors for third party administrators, recordkeepers, actuaries, banks and trust companies, investment providers, consultants, insurance benefit providers, and other service providers to employee benefit plans.
We understand their business goals and challenges in the complex and quickly evolving field of employee benefits and we help them operate their business from both a competitive as well as a regulatory basis. Given our extensive experience with advising plan sponsors, we are uniquely qualified to provide practical and valuable legal advice to plan service providers.
Some of the legal services we provide to third party administrators and other service provider clients include:
- Answering technical and regulatory questions to help them better serve their clients
- Preparing engagement agreements with their clients
- Reviewing administrative forms and other compliance matters
- Drafting and reviewing contractual agreements with other service providers and business entities
- Defending against claims
- Providing advice on whether and how to market services and products
If you'd like to know more
- UPDATE: Latest Senate Markup of the “Tax Cuts and Jobs Act” Strikes Provisions that Would Have Drastically Changed Nonqualified Deferred Compensation Arrangements, While Retaining Revisions to 162(m) Limits on Executive Pay
J. MARC FOSSE, November 16, 2017 The November 14, 2017, markup of the Tax Cuts and Jobs Act (the “Act”) released by the Chairman of the Senate Finance Committee deletes section III.H.1 of the November 9th Senate proposal. That section would have replaced section 409A of the Internal Revenue Code (the “Code”) with Code section […]READ MORE
- Executive Compensation Programs Are Still on the Chopping Block in Senate Version of “Tax Cuts and Jobs Act”
J. MARC FOSSE, November 13, 2017 Shortly after the House version1 of the Tax Cuts and Jobs Act (the “Act”) was amended to delete all provisions relating to sweeping changes to executive compensation programs, the initial Senate proposal for the Act was released, putting these provisions right back on the table. Although the Act is […]READ MORE
- Nonqualified Deferred Compensation Plans May Need to Be Updated for Revised Claims Regulations Relating to Disability Determinations
J. MARC FOSSE, August 2017 While nonqualified deferred compensation plans (“Nonqualified Plans”) are generally exempt from most of the substantive provisions of the Employee Retirement Income Security Act of 1974 (“ERISA”), Nonqualified Plans are still subject to ERISA’s enforcement provisions, including claims regulations implementing section 503 of ERISA. For that reason, a Nonqualified Plan must […]READ MORE