White Peterson handles a variety of employer-employee matters involving both ERISA and non-ERISA benefits. Work with defined contribution profit-sharing, pension and 401(k) plans in the qualified plan area, together with work in the non-qualified area, such as with deferred compensation arrangements and employment agreements, is provided to our clients. In the retirement plan area, we deal with issues such as eligibility, coverage and minimum participation requirements, nondiscrimination, deduction limits, Section 415 limits, vesting, distributions, taxation, QDROs, anti-assignment provisions, joint and survivor requirements and consents, participant loans, prohibited transactions, fiduciary responsibility, plan amendments and restatements, leased employees and related-employer matters, top-heavy requirements, plan terminations, plan reporting and disclosure, Section 457 plans, IRAs (traditional and Roth), SIMPLE IRAs, and SEPs. In addition, we work with Section 125 cafeteria plans, which may include employee and dependent accident and health plans and related HIPAA issues, self-insured medical reimbursement plans using flexible spending arrangements (FSAs), disability benefits, group term life insurance, dependent care assistance plans and vacation accounting requirements.
Attorneys:
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5.0/5.0I have known Phil Peterson for decades. He has always been honest, competent, civil and reasonable in all of my dealings.
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5.0/5.0
I did not personally meet with any of the attorney's as they were hired by our business associate. But I was able to work with Julie Pena. I spoke with her many times on the phone, and in every instance, she was extremely kind, compassionate, and h...
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5.0/5.0
My wife and I have been given a beautiful gift of parenthood all because of White Peterson and their staff. There isn’t a day that goes by that we aren’t incredibly thankful for how responsive and compassionate this office is. When life has hit u...
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5.0/5.0
William Punkoney was so great to work with in establishing my family trust. He took time and great length to explain why a special needs trust would protect one of my family members and averted me from making a mistake in not including that in my tru...
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5.0/5.0
White Peterson Law Firm offers superior quality of professional help. Our legal issue was handled with respect and our lawyer offered fine advice and took care of the entire process for us. Very pleased with every aspect of our interaction and recomm...
