ESOPs, 401(k) plans, 403(b) plans and Defined Benefit Pension Plans
- Services
- Employee Benefits and Executive Compensation
- ESOPs, 401(k) plans, 403(b) plans and Defined Benefit Pension Plans

Overview
We counsel plan sponsors, shareholders and fiduciaries and lenders regarding design, implementation, operation and compliance with respect to the whole line-up of qualified plans and their related trusts.
Experience
Experience
Assisted client in freezing defined benefit pension plan and in satisfying the requirements to notify participants.
Amended and restated an individually designed 401(k) plan into a volume submitter plan.
Assist with merging 401(k) plans and preserving protected benefits under successor plan.
Provide advice to client regarding termination of its defined benefit plan and in the related approvals with IRS and PBGC.
Assist client in receivership with underfunded defined benefit pension plan and advise on steps to complete distress termination.
Prepared and made filings for clients under the IRS voluntary compliance program. For example:
- Failure to timely amend plan for legislative changes;
- Failure to properly operate loan program and correction of more than 100 defaulted loans;
- Failure to amend profit sharing plan for 30 years where no plan documentation could be found, filing of delinquent forms 5500 for such years, failure to make past minimum required distributions and to terminate and distribute ...
Assist clients on DOL’s fiduciary level service provider and participant related disclosure requirements.
Assist clients with amendment and restatement of 401(k) plans and pension plans and submission of such plans to the IRS for updated favorable determination letters.
Assist clients with IRS and DOL audits of 401(k) plans and pension plans.
Assist client with appointment of successor trustee and the related transfer of assets.
Conduct training for 401(k) plan committee with respect to its fiduciary duty to manage plan investments.
Newsroom
News Releases
Publications
Alerts
- January 27, 2017
- December 1, 2016
- November 8, 2016
- October 10, 2016
- August 4, 2016
- May 13, 2016
- April 22, 2016
- April 20, 2016
- March 4, 2016
- February 26, 2016
- January 14, 2016
- December 8, 2015
- November 20, 2015
- October 21, 2015
- September 30, 2015
- September 23, 2015
- August 19, 2015
- August 11, 2015
- May 20, 2015
- March 26, 2015
- February 13, 2015
- October 23, 2014
- July 25, 2014
- June 30, 2014
- March 7, 2014
- February 25, 2014
- February 12, 2014
- November 1, 2013
- November 1, 2013
- August 29, 2013
- July 10, 2013
- July 9, 2013
- July 3, 2013
- May 9, 2013
- March 7, 2013
- January 31, 2013
- January 3, 2013
- October 18, 2012
- August 28, 2012
- July 13, 2012
- July 2, 2012
- May 30, 2012
- April 19, 2012
Events
- Taylor English Duma LLP | 1600 Parkway Circle, Suite 200, Atlanta, GA 30339, January 10, 2018
Speaking Engagements
Blogs
- Upcoming Employee Benefit Plan December Deadlines Donald S. Kohla, Jan G. Marsh
- Upcoming Employee Benefit Plan Deadlines Donald S. Kohla, Jan G. Marsh
- April 30 Deadline for Pre-approved Defined Contribution Plans Donald S. Kohla, Jan G. Marsh