Employee Benefits

Reap the benefit of Burr & Forman's long experience.

Whether its favorable tax treatment or attracting and retaining quality employees, employees and employers favor compensation in the form of employee benefits rather than current cash compensation. Burr's attorneys advise and represent clients on all phases of employee benefits planning and administration.

Our clients are:

  • Employers
  • Plan sponsors
  • Plan fiduciaries
  • Plan service providers
  • Private and public companies
  • For profit and tax-exempt
  • Church and governmental entities.

Our services include:

  • Drafting and implementing employee pension and welfare benefit plans
  • Submitting tax-qualified plans to the IRS
  • COBRA, HIPAA, and health care reform compliance
  • Requesting private letter rulings from the IRS
  • Advising clients on plan administration and interpretation
  • Preparing summary plan descriptions
  • Correcting qualified plan errors with the IRS under EPCRS
  • Correcting fiduciary errors with the DOL under DFVC and VFCP
  • Advising and training fiduciaries
  • Drafting and implementing severance programs
  • Advising clients on tax consequences of employee benefits plans
  • Representing clients before federal regulatory agencies -- the IRS, DOL, and PBGC

The philosophy of our ERISA and
Employee Benefits practice is simple:

  • We know our clients' plans and needs
  • We know the law
  • We know how to apply the law to our clients' plans and needs
  • We know how to temper the law's application based upon particular circumstances
  • We know how to provide prompt, high quality, services at a reasonable and fair price
  • We know how to vigorously represent and pursue our client's interests before federal regulatory agencies
  • We know when to bring in a Burr labor & employment attorney when ERISA litigation is necessary

Our Attorneys

John Coleman, III
Partner ~ Birmingham, Alabama|
(205) 458-5167
(205) 244-5623
John
C. Logan Hinkle
Partner ~ Birmingham, Alabama|
(205) 458-5154
(205) 244-5659
C. Logan
Debra Mackey
Counsel ~ Birmingham, Alabama|
(205) 458-5484
(205) 244-5751
Debra
Bill Wasden
Partner ~ Mobile, Alabama|
(251) 345-8230
(251) 344-9696
Bill

Experience Matters

Brief sentence defining representative matters.

  • Acquisition

    Represented ProAssurance, the nation's fourth largest seller of medical liability coverage, in the acquisition of Eastern Insurance Holdings, Inc., for $205 million in cash to expand its workers’ compensation coverage.
  • Employee Stock Plans

    Assisted the client with private offering exemptions for employee stock plans.
  • Employee Benefit Plans

    Retained by multiple local, national and international companies (both private and public) to assist in day to day operations, questions, and required filings for all Employee Benefit Plans.
  • Internal Revenue Code Compliance, Section 409A

    Retained by publicly traded company to assist in bringing its Non-Qualified Deferred Compensation Plans into compliance with Section 409A of the Internal Revenue Code.
  • Mergers & Acquisitions

    Handle the M&A work and SEC reporting for the fourth largest medical malpractice insurer in the U.S.