Segal Roitman is New England’s largest firm advising multi-employer Taft Hartley benefit funds.  We represent Taft Hartley Funds as general counsel and as special counsel for purposes of litigation, delinquency collection, training, or advice.  We provide the day-to-day advice needed by fiduciaries, administrators, TPA’s, and plan providers.  Our areas of proficiency include counseling regarding compliance with applicable state and federal laws and regulations, representation before agencies such as the Department of Labor, litigation and delinquency collection.

Segal Roitman advises clients concerning:

• Fiduciary standards and duties of Trustees;
• Prohibited transactions under ERISA and the Internal Revenue Code;
• QDRO’s, QMSCO’s and other special plan benefit issues;
• Recent DOL and IRS enforcement initiatives;
• DOL and IRS regulatory programs;
• Plan administration and the obligations of self-administered plans;
• Plan and trustee expenses and expense reimbursement;
• Plan design, preemption and the applicability of state law; and,
• Appeals.

Segal Roitman is available to draft documents necessary to ensure that your plan meets
the requirements of applicable law, and that your ongoing plan operations meet the highest
fiduciary standards.

The documents that we prepare include:

• Agreements and Declarations of Trust;
• Plans;
• Summary Plan Descriptions;
• Summaries of Material Modifications;
• Administrative Service Sharing Agreements;
• Trustee Expense Policies;
• Employment Policies and Agreements;
• Delinquency and Subrogation Policies; and,
• Contracts with Plan Professionals.

Recently, federal agencies from the DOL to the SEC, as well as the Attorney General and Secretary of State, have increased their oversight over Taft-Hartley Funds, health plans, and money managers.  Segal Roitman will represent your Fund with respect to these new regulatory initiatives, both by representing your Fund in the course of an audit, and by insuring that your plan receives the full benefit of any suit or settlement that others may bring on your behalf.  Segal Roitman is part of a nationwide coalition of Taft Hartley plans that share information concerning these regulatory initiatives and audit practices, bringing you the most update information and best practices with which to protect your plan.