Meredith J. Sesser’s 14 years of pension and ERISA experience enables Brucker & Morra to assist businesses and non-profit organizations in the preparation, implementation, operation and termination of retirement plans such as defined benefit plans, cash balance pension plans, 401(k) and profit-sharing plans, and 403(b) plans (plans for public education organizations, governments, religious institutions and non-profit organizations).
Meredith represents employers in Department of Labor (DOL) and Internal Revenue Service (IRS) controversies, including investigations, audits, and voluntary compliance to prevent or correct plan disqualification and fiduciary breaches (EPCRS, VCP, DFVCP and VFCP). She counsels clients on inadvertent filing errors, resolves inaccuracies, and works vigorously to successfully abate IRS penalties charged to employers with late or negligent filings of Form 5500 (Annual Return/Report of Employee Benefit Plan). In addition, she advises employers on employee benefit claims.
Meredith provides advice on business structuring and employment relationships, including how to determine and analyze controlled and affiliated groups as well as leased and staff employees, to ensure that a business owner’s retirement benefits are not subject to scrutiny by the IRS. She is the “go-to” lawyer for many third-party administrators.
Meredith serves on the Board of Directors of the Los Angeles Chapter of the National Institute of Pension Administrators (NIPA), and is a member of the American Society of Pension Professionals and Actuaries (ASPPA).