Stacey Bradford focuses on retirement plan and health and welfare plan requirements for a variety of clients, including small, startup enterprises, publicly traded companies, private equity firms, and tax-exempt organizations. She advises clients with respect to benefit plan matters in mergers, acquisitions and other transactions, as well as day-to-day issues concerning design, implementation, maintenance and administration of tax-qualified employee benefit plans and compliance with ERISA requirements. She assists clients with drafting plan documents and participant disclosures, responses to participant claims, annual compliance testing, IRS and Department of Labor filings and audits, correction matters, benefit plan issues arising in mergers and acquisitions, plan terminations, and controlled group and affiliated service group analyses.
