Small businesses frequently maintain retirement and profit sharing plans for their employees. Critical is the maintenance of “tax qualified” status, which determines whether contributions to the plan are taxable now or, preferably, later upon retirement or separation from service. The tax qualification rules are extremely complex, and I can counsel small businesses and plan administrators on compliance with the law.
The Employee Retirement Income Security Act of 1974, commonly called ERISA, is a federal law regarding employee’s rights to their employment benefits, such as disability insurance, health insurance, life insurance and more. Edward T. Perry fights for your rights to employer-provided benefits covered by ERISA. Since the founding of my firm, I’ve used my experience and knowledge to aggressively represent individuals in obtaining the benefits they need and deserve.
Many employer-provided benefits are covered by ERISA, including:
ERISA applies to private employers who offer benefits (or plans) but doesn’t require employers to provide them. It also doesn’t apply to privately purchased insurance coverage.
I assist clients in determining whether ERISA is applicable and if you may have a claim against your employer or their insurance company. There are four questions that help me determine when ERISA applies:
Insurance companies are in business to make money — so plan administrators often deny initial claims. No matter what obstacle has been placed in your way, rest assured that I strive diligently to help you overcome it, and work tenaciously to attain the best possible result for you in your ERISA claim.
I help people navigate the complexities of ERISA matters. I will work with you to appeal denials of benefits and obtain the coverage you deserve. Call 925-472-6800 or contact me online to schedule a consultation. With offices conveniently located in Walnut Creek, California, I stand ready to represent you in your ERISA benefits claim.