Client Services...
In today's competitive and global
marketplace, employee benefits play a big role in attracting
and retaining quality employees. The Law Office of B. Janell
Grenier is dedicated to helping clients create strategies
and solutions that enable them to deal successfully with the
complex and challenging legal requirements governing
benefits and ERISA.
Ms. Grenier is motivated by a conscientious desire to help
her clients succeed and to make the complex laws of benefits
and ERISA work for them. In doing so, she is guided by the
following philosophy:
- to maintain the highest level of professional
ethics, honesty and integrity;
- to provide practical solutions and timely advice;
- to provide excellence in service and a superior
level of expertise and proficiency in the employee
benefits field;
- to develop a keen understanding of her client’s
needs and concerns;
- to employ leading-edge technology in practice
management to achieve optimal efficiency and value in
her practice.
Ms. Grenier offers a wide-range of services to help
you structure and manage all types of employee benefit
plans, including defined contribution, 401(k), defined
benefit, cash balance, employee stock ownership, 401(k),
individual retirement arrangements, simplified employee
pensions, voluntary employees' beneficiary associations,
non-qualified deferred compensation, welfare benefit,
cafeteria, and governmental plans. Ms. Grenier is
available to provide the following services:
- Employee benefit plan selection process
- Initial document preparation
- Restatements to comply with changes in the law
- Qualification of plans with the IRS
- Employee communications, including preparation
of SPDs
- IRS and Department of Labor audits and
self-audits
- Submission of Plans to IRS and DOL voluntary
compliance programs
- ERISA Fiduciary compliance
- Prohibited transaction rules and exemptions
- Plan spin-offs and mergers
- Terminations and partial terminations
- Reporting and disclosure requirements
- Participant and beneficiary claims and appeals
of claims
- QDROs
- Loans to Participants
- Litigation advice
- Advising Boards of Directors regarding ERISA
fiduciary issues
- Advising Plan Committees and ERISA Fiduciaries
- Detailed legal compliance reviews of retirement
plan operations and administration
Understanding that benefits law, the economy, and
an organization’s own competitive position are
constantly evolving, Ms. Grenier regularly updates
clients regarding recent developments in the law as
well as current thinking on various issues.
Ms. Grenier offers reasonable rates and seeks to
respond to client needs in a timely and
cost-effective manner.
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