Cases & Deals

Family office seeks counsel on retirement and welfare benefits

Clients Family office

Jones Day routinely advised client 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.

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