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TAX-EXEMPT & GOVERNMENTAL PLANS

Our Employee Benefits Practice Group has the experience necessary to understand and navigate the unique needs of tax-exempt and governmental benefit plans.  Our experience provides us the ability to design and address operational issues that are unique to the tax-exempt and public sector. Because significant benefits can be gained by implementing the right strategy, it is important to work with attorneys who work in this field day in and day out.

Focused on Services

Tax-exempt Organization Plans - Healthcare providers and other tax-exempt organizations that maintain Section 403(b) retirement plans or programs or nonqualified deferred compensation plans subject to Section 457 – as well as other defined contribution plan opportunities that have been extended to tax-exempt entities – can confidently turn to Friday, Eldredge & Clark for full compliance guidance.

Governmental Plans - The unique complexities in the design and compliance surrounding governmental plans require our special guidance on state and federal law requirements that apply to non-ERISA tax-qualified plans, IRC Section 403(b) and 457 plans.

Fiduciary Advice and Training - ERISA and state law fiduciary requirements are extremely complex, and we focus on giving you and your organization a clear idea of your responsibilities as fiduciaries.

Focused on Clients

  • Nonprofit and charitable organizations
  • State and local government
  • School districts
  • Private and public universities and higher education institutions

Focused of our Team

The Employee Benefits Practice Group has a combined total of more than 150 years of experience working with employers on their employee benefits needs. The group focuses exclusively on the tax and ERISA (Employee Retirement and Income Security Act) concerns of your unique benefits plan and compensation needs. Every member of the group has a Master of Laws in Taxation and many are certified public accountants (inactive). Most members of the Employee Benefits Practice Group are recognized for their work in The Best Lawyers in America, and several have received special recognition from such authoritative organizations as Chambers and Partners and the American College of Tax Counsel.

Newsletters / Alerts

January 16, 2020 - SECURE Act
Practice Area Categories
  • EMPLOYEE BENEFITS
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