Cases & Deals

Family management company seeks advice on retirement and welfare benefits

Clients Family management company

Jones Day routinely advised family management company regarding (1) all facets of qualified and nonqualified (SERP) retirement benefits, including IRS qualification issues, DOL audit issues, and JOBs Act compliance and (2) design, funding, implementation, and taxation of various welfare benefits (including retiree medical, educational assistance, severance, disability, and life insurance). Also advised client regarding controlled group status and compensatory partnership arrangements.

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