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Employee Benefits

Services

We develop relationships with Fund Trustees to assist them in fulfilling their fiduciary duties and ensuring proper administration of benefits.

Advising Plan Trustees

We have deep experience in plan design, administration, and compliance and regulatory issues.

Representing Plan Trustees

We represent the interests of benefit funds and plan trustees in everything from collective bargaining to arbitration, and assist in dealing with regulatory bodies such as the Department of Labor (DOL) and the Internal Revenue Service (IRS) on matters including governmental audits and investigations.

Negotiating and Enforcing Agreements With Other Parties

We work with plans to reach and enforce agreements on everything from third-party service agreements to plan mergers.

Assist in Collective Bargaining

When called upon, we assist bargaining parties in fully understanding benefit-related proposals and the impact of other proposals on the parties’ benefit plans.

Plan Development and Implementation

We assist with the design and establishment of new benefit plans and also help plans develop, implement and communicate changes to existing plan designs.

Education and Communication

We are able to translate the complexities of benefit plans into straightforward language that keeps Trustees well-informed and able to answer questions from plan participants.

Litigation

We have experience litigating a broad range of ERISA issues including collection of delinquent contributions, individual benefit claims, fiduciary breach claims, and plan modification and termination issues.

Contact Partner Sara Corello

scorello@spivaklipton.com

For More Information

Representation

Spivak Lipton represents employee benefits funds in all aspects of counseling and litigation related to health, retirement, training and other benefit plans.

In our benefits practice, we help Benefit Plan Trustees to:

  • Satisfy their fiduciary duties with respect to the plan

  • Comply with applicable statutes and regulations

  • Oversee the team of plan service providers to ensure proper administration of benefits

  • Develop, implement, and communicate plan design changes

  • Navigate various challenges to providing benefits

With our strengths in:

  • Guiding plans through benefit redesign and restructuring

  • Helping plans navigate through government audits

  • Educating Trustees regarding the rules and regulations governing employee benefit funds

  • Representing plans in collection actions

  • Defending plans from lawsuits from providers, employers, and benefit claimants

  • Negotiating and enforcing agreements with plan service providers

  • Counseling plans regarding appropriate benefit claims administration

  • Advising Fund Trustees when evaluating or negotiating plan mergers

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