Draft and revise official plan documents, plan amendments, trust agreements, SPDs, SMMs, custodial services agreements, administrative forms...
Draft and revise official plan documents, plan amendments, trust agreements, SPDs, SMMs, custodial services agreements, administrative forms...
Advise plan sponsors, plan administrators, and service providers on the tax obligations and ERISA fiduciary duties applicable to benefits and compensation programs in Puerto Rico...
Draft and revise wrap plan documents, amendments, SPDs, and SMMs for healthcare & welfare benefit plans, and written policies...
Draft and revise plan documents, deferral elections, and award agreements for nonqualified retirement plans and stock-based compensation arrangements for local executives and directors...