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Employee Benefits


Segal Roitman is New England’s largest firm advising multi-employer Taft Hartley benefit funds. We represent Taft Hartley Funds, both ERISA-governed and non-ERISA governed, including health and welfare, pension, annuity, apprenticeship/training, legal services and other funds and labor-management cooperation trusts. We act as general counsel to funds and as special counsel for purposes of litigation, delinquency collection, training, or advice. We provide the day-to-day advice needed by fiduciaries, administrators, third party administrators, and plan providers.

Our areas of expertise include compliance with applicable state and federal laws and regulations, representation before agencies such as the U.S. Department of Labor, litigation and delinquency collection, on matters such as:

  • Fiduciary standards and duties of Trustees
  • Prohibited transactions under ERISA and the Internal Revenue Code
  • QDRO’s, QMSCO’s and other special plan benefit issues
  • DOL and IRS regulatory programs and recent enforcement initiatives
  • Plan administration and the obligations of self-administered plans
  • Plan and trustee expenses and expense reimbursement
  • Plan design, preemption and the applicability of state law
  • Appeals.

Segal Roitman is available to draft documents necessary to ensure that your plan meets the requirements of applicable law, and that your ongoing plan operations meet the highest fiduciary standards, including:

  • Agreements and Declarations of Trust
  • Plans
  • Summary Plan Descriptions
  • Summaries of Material Modifications
  • Administrative Service Sharing Agreements
  • Trustee Expense Policies
  • Employment Policies and Agreements
  • Delinquency and Subrogation Policies
  • Contracts with Plan Professionals.

Segal Roitman can ensure that your plan collects delinquent fringe benefit contributions from signatory employers, using tools including:

  • Litigation in state and federal court, under ERISA and the LMRA
  • Attachment of delinquent employer assets
  • Recovery from property owners, general contractors, banks, sureties and other third parties through mechanic’s liens, bond claims, reach-and-apply actions, and trustee process
  • Filing claims in bankruptcy and receivership cases
  • Withdrawal liability, including arbitration and litigation of withdrawal liability demands
  • Registration and collection of foreign judgments