The Employee Benefits Practice Group includes: Michael E. Lloyd, and F. Jefferson Bragdon, who together have more than 75 years of experience in a full range of employee benefits and compensation matters from design and implementation through administration and compliance, covering tax, fiduciary, employment and securities issues. We represent a wide range of clients, including employers, individuals, business owners, executives, investment advisors, plan sponsors (including prototype sponsors), trustees, custodians, record keepers, and other service providers. The Employee Benefits Practice Group prides itself on creative planning and unique solutions outside the box.
The Employee Benefits Practice Group advises regarding the full spectrum of executive compensation matters for clients from start-up companies to Fortune 500 companies. We cover the tax aspects, as …Read More
Qualified & Non-Qualified Retirement Planning
The Employee Benefits Practice Group regularly assists in the design, drafting, and administration of qualified retirement plans for small and large employers. Our experience covers the full range of Defined Contribution plans, from 401(k) plans (with and without Roth Accounts), to ESOPs, as well as...Read More
Welfare Benefit Planning
The Employee Benefits Practice Group regularly assists in the design, drafting and implementation of welfare benefit programs. We have experience with a wide range of welfare benefit plans including…Read More
The Employee Benefits Practice Group has significant experience advising clients with respect to the full range of ERISA Compliance issues, providing proactive advice to avoid compliance issues, and a wide range of services to help clients correct compliance issues, including submissions under…Read More
Individual Retirement Accounts – IRAs
Mr. Bragdon has 25 years of experience with IRAs, including more than 5 years in house with a mutual fund. The Group represents both individual IRA owners and IRA providers. The Group provides document and compliance services for…Read More
The Employee Benefits Practice Group provides litigation support for a broad range of ERISA litigation. Michael Lloyd serves as an expert witness in ERISA and tax litigation matters. He also serves as a Mediator for individual ERISA related disputes. We have also evaluated potential ERISA related litigation for a number of clients, including claims against promoters and related parties, and IRS refund claims.
The Employee Benefits Practice attorneys work closely with the Tax Controversy Practice Group to represent clients with tax issues related to employee benefits.