Mike chats and queries with colleagues Meredith Sesser and Bill Holden on the rules, risks and protections in offering a company retirement plan to employees. Run a company retirement plan well and it becomes a highly effective way for employees to save for retirement. If you don’t run it well, you can violate retirement plan rules and regulations that can become a real problem for the company, trustees, fiduciaries and employees. Listen in and learn from top professionals Meredith Sesser and Bill Holden.
Meredith J. Sesser is among the nation’s leading authorities on employee benefits law, ERISA and benefits taxation. With 24 years of pension and ERISA experience, she routinely assists businesses and non-profit organizations in the preparation, implementation, operation and termination of retirement plans such as defined benefit and cash balance pension plans, 401(k) profit-sharing plans and 403(b) plans (plans for public education organizations, governments, religious institutions and non-profit organizations).
Ms. Sesser represents employers in Department of Labor (DOL) and Internal Revenue Service (IRS) controversies, including investigations, audits, and voluntary compliance to prevent or correct plan disqualification and fiduciary breaches (EPCRS, VCP, DFVCP and VFCP). She counsels clients on inadvertent filing errors, resolves inaccuracies, and works vigorously to successfully abate IRS penalties charged to employers with late or negligent filings of Form 5500 (Annual Return/Report of Employee Benefit Plan). In addition, she advises employers on employee benefit claims.
Ms. Sesser provides advice on business structuring and employment relationships, including how to determine and analyze controlled and affiliated groups as well as leased and staff employees, to ensure that a business owner’s retirement benefits are not subject to scrutiny by the IRS. She is the “go-to” lawyer for many third-party administrators.
Meredith can be contacted at (310) 954-2181 and at msesser@sesserlaw.com
Bill is the Senior Vice President, Executive Perils for The Liberty Company Insurance Brokers team. He brings over 35 years of Commercial Lines and Product Line experience and joined The Liberty Company Insurance Brokers in 2021. Bill spent his first ten years with Chubb’s Executive Protection Department, underwriting and managing various departments around the country. He joined the Aon Financial Services Group and was an EVP and team leader for ten years. He worked closely with clients in the Entertainment and Technology industries, as well as companies going through IPOs, mergers and acquisitions, reverse mergers, bankruptcies, and other complicated transactions.
Bill then founded the Management Liability Practice for USI Insurance, before joining Wells Fargo Insurance to run their West Region for their Management Liability Practice and four of their insurance brokerage offices. Most recently, Bill was the Chief Operating Officer and a producer for a private equity owned insurance brokerage in Southern California, and a National Director for a national brokerage’s Management Liability Practice, as well as running the entire West Region.
Bill brings a wealth of underwriting, brokerage and client advocacy experience to his clients. Having worked with all lines of insurance, Bill also understands how to craft a placement that fits neatly with the rest of the Property & Casualty program to create a better Enterprise Risk approach.
Bill can be contacted at (818) 444-8414 and at bholden@libertycompany.com.
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