Financial Poise

Bernie Peter

Mr. Peter concentrates in employee benefits law and the application of employee benefits law to business transactions. He has worked on a broad range of employee benefits compliance and regulatory issues for clients ranging from small corporations to very large publicly traded companies, not-for-profit organizations and governmental entities.
He has drafted and amended qualified defined benefit and defined contribution plans, and medical and other welfare benefit plans, to comply with the Employment Retirement Security Act of 1974, as amended, the Internal Revenue Code of 1986, and regulations and rulings issued under ERISA and the Code. He has worked on Employee Stock Ownership Plans and has handled multi-employer withdrawal liability matters and IRS, U.S. Department of Labor and Pension Benefit Guaranty Corporation audits of retirement plans. He has prepared communication pieces, such as Summary Plan Descriptions and retirement statements, to communicate to employees of his clients the value of the employee benefits they are receiving from their employers.

Mr. Peter has implemented non-qualified retirement arrangements for executives and drafted severance plans and change of control provisions. In addition, he has provided legal services to clients on COBRA issues, the employee benefits aspects of acquisitions, mergers and divestitures, the termination of qualified defined benefit and defined contribution plans, and on post-retirement medical, flexible benefits issues and on the Patient Protection and Affordable Care Act.

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