Business Succession Planning


Walter | Haverfield’s nationally prominent employee benefits practice group represents major corporations, multi-employer pension and welfare and benefit plans, regional manufacturers, and professional service corporations and their insurers. We represent pension plans, profit sharing plans, employee stock ownership (ESOP) plans, employee stock bonus plans, executive “top hat” plans, 403(b) annuity plans, 457(b) and (f) plans, welfare (health/life/disability/vacation) plans, individual retirement accounts (IRAs and SEPs), and “rabbi” and secular trusts for a large variety of corporate, institutional, governmental, and individual clients. This representation includes plan design, creation, and amendment, plan termination, IRS and ERISA compliance, and inquiries and audits by the IRS and the Department of Labor. Walter | Haverfield also has a litigation team in place to represent plans, corporations, and their insurers in ERISA cases.