Meredith J. Sesser’s 18 years of pension and ERISA experience enables Brucker & Morra to assist businesses and non-profit organizations in the preparation, implementation, operation, compliance 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 initiatives to prevent or correct plan disqualification and fiduciary breaches (EPCRS, VCP, DFVCP and VFCP). She counsels clients on inadvertent filing errors, operational errors, resolves inaccuracies, and works vigorously to successfully abate IRS and DOL penalties charged to employers with late, negligent or missing 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 as well as for business advisors who she counsels on mergers, acquisitions and other dispositions as it relates to retirement plans She conducts due diligence reviews, negotiates and advises businesses that are being sold, which often saves the parties involved time and money. Meredith is the past President of 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).
She is a frequent speaker at the American Society of Pension Professionals and Actuaries and the California CPA Foundation for Education Conferences speaking on issues such as DOL and IRS Compliance and Controversies, ERISA Case law and ongoing issues in the employee benefits area. Meredith leads continuing education workshops for plan administrators and accountants.