EMPLOYEE BENEFITS & EXECUTIVE COMPENSATION

Alison Patel has extensive experience advising a broad base of clients, including public and private companies, tax-exempt and governmental clients of all sizes, in employee benefit and executive compensation matters.  She has significant experience in the following areas:

  • Reviewing, designing and drafting various forms of qualified retirement plans, including:
    • 401(k), 403(b) and 457(b) plans
  • Reviewing, designing and drafting executive compensation and equity arrangements, including:
    • 457(f), severance, employment, SERPs, nonqualified deferred compensation plans, stock options, restricted stock and appreciation rights
  • Advising clients on ERISA and tax compliance matters
  • Assisting executive compensation clients with achieving exemption from or compliance with Section 409A
  • Representing clients in dealings with the Internal Revenue Service and Department of Labor, including:
    • plan audits, determination letter submissions and voluntary corrections utilizing the Employee Plans Compliance Resolution System (EPCRS), the Internal Revenue Service's voluntary correction program