Geoffrey has experience advising all types of employers on a variety of benefits matters, including design, implementation, and administration of employee benefit plans such as defined benefit, defined contribution (e.g. 401(k) and 403(b)), equity incentive, deferred compensation, and health and welfare arrangements. He also regularly assists with benefits and executive compensation diligence in M&A transactions and ERISA provisions in offerings and lending transactions.
Following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.
Knowledgeable about the various forms of COVID pandemic-related employer relief, including but not limited to FFCRA paid leave, Employee Retention Credits, PPP loan forgiveness, and ARP COBRA subsidies
Advised clients regarding compliance with day-to-day issues arising under the Internal Revenue Code, ERISA, ACA, COBRA, HIPAA, and state and local law
Drafted and revised plan documents, grant agreements, ancillary materials, and SPDs
Handled self-corrections for tax-qualified plans and Code Section 409A deferred compensation arrangements under IRS and DOL programs
Articles in the National Law Review database by Geoffrey Fay