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ERISA Cavalry's services cover the major areas of ERISA and other employee benefits law with, inevitably, some exclusions, which are noted under "What ERISA Cavalry Doesn't Do". If something doesn't appear in either list, please don't hesitate to inquire. What you're looking for may show up under a different name.

Defined Benefit Pension Plans (including Cash Balance Plans)

401(k) Plans and Other Profit Sharing Plans

Employee Stock Ownership Plans

Retirement Plans for Self-Employed Individuals

Retirement Plans for Tax-Exempt Organizations

State and Local Government Retirement Plans

Simplified Employee Pensions and SIMPLE IRA Plans

Individual Retirement Accounts and Annuities

Employer Responsibilities under State-Mandated IRA Programs

Nonqualified Deferred Compensation (including §409A)

Stock Options and Restricted Stock Grants

Multiemployer Pension Plans (including Withdrawal Liability)

Multiple Employer Defined Contribution and Defined Benefit Plans

Termination of Defined Benefit and Defined Contribution Plans

ERISA Fiduciary Standards

Correction of Plan Qualification Defects

Employee Benefits Issues in Mergers and Acquisitions

Qualified Domestic Relations Orders

Tax Treatment of Health and Welfare Benefits (including VEBA's)

COBRA Continuation Coverage of Health Benefits

Multiple Employer Welfare Arrangements (MEWA's)


Employee benefits law is vast; it contains multitudes. There are drawbacks to extreme specialization (knowing more and more about less and less until one knows everything about nothing) and its opposite (knowing less and less about more and more until one knows everything about nothing), ERISA Cavalry tries to strike a balance. Therefore, as a general rule, we don't venture into the areas listed below:

Benefits-Related Claims Arising Under State Law

Non-U.S. or Puerto Rican Retirement and Welfare Plans

Social Security and Railroad Retirement Act Benefits

Medicare, Medicaid and Affordable Care Act Issues

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