Services

Precision. Accuracy. Cost efficiency. Professionalism.

When you need an internal plan audit, assistance creating a new plan from the ground up, or a fast response to an IRS issue, the Lewis Law Office provides prompt, professional guidance for your unique situation.

Lewis Law Office, LLC advises public and private employers, entities and service providers on legal compliance in all areas of employment and employee benefits law.


Services


Health insurance and welfare benefits

  • Group Health and Welfare Plans
  • Self-funded Health Plans
  • Cooperative and association plans/MEWA/VEBA/QSEHRA
  • On Site Clinics/Narrow Network provider agreements/Telemedicine
  • HRA/HSA/Flex//Section 125
  • COBRA/HIPAA/Affordable Care Act/Medicare Secondary Payer Rules

Retirement Plans

  • 401(k) and Profit-Sharing/403(b)/457(b) and (f)/401(a) and (h)/ Cash Balance
  • Defined Benefit/Taft Hartley Plan Withdrawal Liability
  • Retiree Medical Plans
  • Funding/Trust/Section 115 Government Trust
  • Multiple Employer Plans
  • International controlled group plans
  • Fiduciary obligations/Retirement Plan Oversight Committee counsel
  • Plan design/document drafting, modifications and updates/reporting/communications
  • Emerging Entity and Alternative Plans


Compensation and Related Tax Planning

  • Performance-based compensation
  • Compensation planning/payroll reporting/FICA
  • Employment contracts/Severance plans/non-compete/non-disclosure agreements


Funding and Governance

  • Retirement plan tax-qualified trusts
  • Other Post Employment Benefit (OPEB) trusts
  • Section 115 Government trusts
  • Voluntary Employee Benefit Association (VEBA) trusts
  • Charter, bylaws, articles for governance structure


Compliance

  • ERISA compliance/Internal Revenue Code tax-preferred options
  • Non-discrimination testing- controlled group/Separate lines of business
  • Form 5500
  • Record-keeper and use of aggregated data
  • Audits – Internal Revenue Service Employment Tax/U.S. Department of Labor/OFCCP/Wisconsin Department of Workforce Development-Worker’s Compensation and Unemployment Insurance
  • School Law – Public Records/Open Meetings, policies, public-private partnerships
  • Labor and employment law – Americans with Disabilities Act/Family and Medical Leave Act/Age Discrimination in Employment Act/state and federal wage and hour law
  • Employee/independent contractor status
  • Acquisitions and mergers

Products

  • External retirement and health plan administration and fiduciary services
  • Vendor selection and requests for proposals
  • Investment Committee governance and policy statements
  • Fund-related investment management agreements
  • Trust and custodial agreements
  • Independent contractor agreements
  • Administrative service and third party administrator agreements
  • Education foundations