About
Jonathan M. Cerrito counsels sponsors of multiemployer and single-organisation plans, organizations, tax-exempt entities and executives on all matters of tax, ERISA, worker advantages, nonqualified deferred compensation preparations and the worker benefit components of mergers. Jonathan changed into named via the Whitman School of Management of Syracuse University as one of the 2009
-forty Under
- primarily based on excellent success in his career and contributions to the community.
Jonathan often advises at the layout, operation, merger and termination of tax-qualified pension plans and welfare advantage plans. His exercise includes advising ERISA fiduciaries on the funding of plan property, reporting and disclosure, prohibited transaction guidelines and tax topics. He additionally advises tax-exempt companies on worker gain troubles and unrelated business income tax (UBIT).
In addition, Jonathan has full-size enjoy coping with ERISA controversies with a focal point on investigations by using the U.S. Department of Labor regarding fiduciary matters and alleged statutory violations. He has handled over one dozen such investigations and has additionally been concerned in audits performed via the Internal Revenue Service and the Pension Benefit Guaranty Corporation.
Significant representations consist of:
- Counsel to Boards of Trustees of multiemployer pension and welfare plans with character belongings of several billion greenbacks on daily matters in addition to special transactions.
- Draft and negotiate funding supervisor agreements, adoption agreements for organization trusts and aspect letters with various non-public equity and hedge price range regarding the investment of plan property.
- Counsel to numerous distinctive fiduciaries in a chain of U.S. Department of Labor investigations concerning fiduciary topics and plan investments.
- Successfully structure current welfare gain plan with multiple enterprise participation and secured IRS willpower letter.
- Handled the worker advantage factors of numerous merger transactions for federal credit unions concerning employment, severance, change-in-control, pension and welfare plans and nonqualified deferred repayment plans.
- Represented alternate affiliation in IRS audit regarding activities unrelated to the associationâs tax-exempt cause, the introduction of a for-earnings subsidiary and implementation of employee gain plans.
- Counsel to devise administrator in a U.S. Department of Labor audit concerning an alleged statutory violation and verified how the accountantâs technique of checking out business enterprise payroll statistics glad ERISA and generally everyday auditing standards.
- Secured man or woman prohibited transaction exemptions from the U.S. Department of Labor involving the sale of actual assets between associated events.
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