Services

As a boutique law firm established in Minnesota, Benefits & Business Law Advisors, PLLC, serves businesses and entities throughout the United States, from New York to California, Minnesota to Texas and all states in between. Various companies, whether private or public, from large enterprises to groundbreaking start-ups, rely on our professional consulting services to develop and oversee their complex and time-sensitive compensation/benefits requirements.

At Benefits & Business Law Advisors our attorneys and legal staff take the time to make the complexities of benefits planning, drafting and compliance issues more understandable for employers and employees alike. As professional business advisors, we provide timely services and logical solutions for a full range of benefits and business related areas. Specializing in employee benefits and retirement plans, our areas of practice include:

Tax-Qualified Retirement Plans
At Benefits & Business Law Advisors, PLLC our available Tax-Qualified Retirement Plan services include, but are not limited to:

  • Advising plan sponsors, TPAs, Trustees and other Plan fiduciaries regarding Plan design alternatives
  • Drafting resulting Plan and Trust documents (prototype, volume submitter and/or individually designed)
  • IRS tax-qualification determination letter filings, (4) planning and implementation of Plan mergers, spin-offs and/or terminations
  • Planning document and operational compliance testing and advice, including use of IRS/DOL correction programs
  • IRS/DOL audit representation
  • Vender fees – disclosures and reasonableness due diligence and negotiations
  • Negotiating and retaining of vender services: investment advisors, TPAs, corporate trustees, valuation firms (ESOPs/KSOPs) and/or CPA audits
  • QDRO Policies and review QDRO requests
  • Investment Policies, including Qualified Default Investment Alternatives
  • Loan Policies
Plan Types include:
  • IRAs, SEPs & Simples
  • 401(k), 403(b) and 457 Salary Deferral/Match
  • Profit Sharing
  • ESOPs and KSOPs
  • Money Purchase Pension
  • Target Benefit pension
  • Defined Benefit Pension (including “Cash Balance”
In addition to the services listed above for tax-qualified plans, specific services for ESOPs/KSOPs also include:
  • Representation of employers, shareholders, Trustees (individual and/or institutional), lenders, and/or TPAs
  • Pre-transaction Articles of Incorporation, By-laws, Buy-Sell, compensation agreements, deferred compensation, etc. review and revisions
  • Leveraged and non-leveraged transaction planning and implementation
  • 1042 tax deferral analysis and elections
  • Repurchasing liability calculations and management
  • “C” to “S” tax status changes

Non-Qualified Retirement Plans
Our available services for Non-Qualified Retirement Plans are similar to those provided for Tax-Qualified Retirement Plans.

Plan Types include:
  • Nonqualified Deferred Compensation Plans including
  • Stock plans
  • Phantom Stock plans
  • Option plans
  • Executive Insurance plans

Welfare Benefits Plans
At Benefits & Business Law Advisors our available services for Welfare Benefit Plans are similar to those provided for Tax-Qualified Retirement Plans, but also include analysis, advice, drafting, representation and negotiations regarding the following:

  • COBRA
  • HIPAA
  • FMLA
  • Nondiscrimination testing
Plan Types include:
  • Cafeteria Plans (Flexible Benefit Plans)
  • Section 105(h) Plans
  • Health Savings Accounts

Business Law
Our attorneys are well experience in the following Business Law services, analysis, advice, drafting, representation and negotiations regarding the following:

  • Corporate Entity and Business Incorporation
  • Buy/Sell Agreements
  • Vendor Agreements
  • Leases
  • Customer Agreements
  • Merger/ Acquisitions Consulting & Legal

Executive Estate Planning
At the law firm of Benefits & Business Law Advisors, our detailed attorneys provide superior services in Executive Estate Planning. Working closely with you, and everyone else involved, we assist in identifying and implementing customized solutions and strategies to address all issues. Our Estate Planning services include, but are not limited to analysis, advice, and drafting regarding the following:

  • Wills
  • Trusts
  • Estate Tax Planning

Seminars
Our well-established law firm provides professional seminar instruction and training on many of the above topics. Contact us if your organization and/or its members are interested in learning about the various business and benefits services we offer.

Benefits & Business Law Advisors, PLLC - 4660 Slater Rd. Suite 146-B, Eagan, MN 55122
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