Legal Assist is a service provided to IBS clients on an as needed basis. The range of topics which can be addressed is broad though the following are most common:

• Ensuring compliance with ERISA, HIPAA, COBRA, FMLA, ADA, ADEA and USERRA and applicable law.
• Analysis, consultation and advice concerning employers’ maintenance of prototype health and welfare plans drafted by insurance companies, third-party administrators and others.
• Advice and consultation concerning maintenance of liability coverage protecting employers against claims and litigation by plan participants.
• Analysis and assistance in establishing policies and procedures and maintaining compliance with HIPAA, COBRA, ERISA and other laws relating to health and welfare plans.
• Establishment of and maintaining compliance with legal requirements related to cafeteria plans.
• Advice on ERISA preemption of state laws.
• Acquisition and merger advice, including plan consolidation, defined benefit plan funding, multi-employer plan withdrawal liability and resolution options, COBRA continuation, and retiree health benefit analysis and advice on cost-saving.
• Self-funding welfare plans utilizing IRC §501(c) (9) (VEBA) trust arrangements.
• Benefit plan consolidation involving investments in employer securities and unusual ESOP allocation issues.
• Retirement planning for executives.

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