We represent several types of Multi-Employer Taft-Hartley Plans, including defined benefit plans, defined contribution plans, health and welfare plans, and joint apprenticeship programs (a/k/a JATC Programs). Our attorneys have the breadth of knowledge and experience to help you work through this complex area of law. Our proposed team of professionals for the Plans are hand-picked for compatibility with the Plans’ needs and circumstances.
Day Rettig Martin, P.C. brings over 40 years of experience with respect to Multi-Employer Taft-Hartley funds, including their formation, compliance, changes, consolidation and terminations. Our firm has an in-depth understanding of the operation of these funds and are able to assist multi-employer plans with respect to changes in the legal aspects of the marketplace and changes in Federal law associated with the funds. Our firm prides itself in being pro-active in this field and brings to the attention of the trustees new ideas and concepts for the trustees to consider for the fund.
Our firm represents several training funds within the state of Iowa in regard to compliance with the law, standards, affirmative action programs, selection procedures, policies, third party service agreements, insurance, prohibited transaction compliance, employee issues and apprentice issues. Our firm has represented funds in Internal Revenue Service investigations, Department of Labor investigations, equal employment opportunity investigations through civil rights commissions, and National Labor Relations Board investigations. Our firm also provides annual educational training to boards of trustees upon request.
For these unique plans, a sample list of services we provide is as follows:
- Counseling on plan design and operation, including formation, mergers and termination
- Advising on compliance with regulatory requirements
- Drafting or reviewing of participant communications
- Counseling regarding litigation and collection of delinquent contributions through advising on contribution collection procedures, compliance audits, bonding alternatives, mechanics and public liens and ERISA benefit litigation.
- Counseling on Department of Labor investigations and Internal Revenue Service audits
- Review and advice on subrogation matters
- Review of benefit determinations and appeal decisions
- Advising regarding HIPAA Privacy and Security Rule compliance
- Reviewing of QDROs, including utilizing model Domestic Relations Orders that can be distributed directly to requesting parties to keep costs down
- Issuing request for proposals, reviewing and negotiating provider contracts
- Counseling on compliance, litigation and other issues unique to joint apprenticeship programs
- Preparing or reviewing standards, affirmative action plans, and selection procedures for joint apprenticeship programs.
- Drafting of policies and reviewing of insurance.
Client Composition
For these unique funds, we typically represent the board of trustees but have also represented management or labor in certain situations. We also believe in building a strong working relationship with other service providers of the plans, including the insurance consultants, auditors, third party administrators, investment advisors, payroll compliance auditors, pharmacy benefit managers.
Education
Three of our experienced attorneys work in this specific practice area. Joe Day and Mark Rettig regularly attend continuing legal education courses, conferences, and seminars provided across the nation relating to regulations affecting this unique area of the law.
Because benefit plan regulations are in a constant state of change, we, at Day Rettig Martin, P.C., believe it is imperative to attend regular continuing legal education to stay apprised of the latest benefit issues. We also subscribe to various legal publications and email subscriptions that give us regular updates regarding benefit plans, including the International Foundation of Employee Benefit Plans, Iowa State Bar Association, American Bar Association employee benefit and health law section, American Society of Pension Professionals and Actuaries, and Department of Labor’s Employee Benefits Security Administration web page email updates.
Day Rettig Martin, P.C. has contact with legal counsel in other parts of the United States and surrounding areas, as well as other service providers in the general industry. We are usually able to pick up on trends, which may affect local funds, before they are announced. This has allowed local funds to prepare for upcoming law changes or DOL investigations.
Other Practice Areas
In addition to Multi-Employer Taft-Hartley funds, our attorneys cover an array of practice areas. Our other practice areas include family law, business bankruptcy, business, financial restructuring, estate planning/ probate, and labor and employment law. The attorneys at Day Rettig Martin, P.C. have over 100 years of combined experience, and we will help you take on these complex areas of law.
If you are in need of legal assistance while dealing with Multi-Employer Taft-Hartley funds, please contact one of our attorneys today.