Melissa B. Kurtzman focuses her practice on representing management in a variety of employee benefits matters, including the design and implementation of qualified and non-qualified retirement plans and welfare and fringe benefit programs, employee benefits tax matters and employee benefits in mergers and acquisitions. She also provides advice on:
- Employee benefit plan administration
- Reporting and disclosure obligations
- Fiduciary responsibilities
- Internal Revenue Service and Department of Labor correction programs
- Contingent workforce issues
- The efficient design of retirement and welfare plans
Melissa acted as an expert witness in a federal bankruptcy matter in connection with qualified plan issues. Additionally, she represents plan sponsors in employee benefit plan IRS and DOL audits. She assists plan sponsors in self-audits of employee benefits plans prior to or in connection with government audits. Her benefits clients include the following types of companies and industries:
- Universities
- Retail
- Contingent workforces
- Legal services
- Accounting services
- Construction
- Airlines
- Healthcare
- Transportation
- Manufacturing
- Financial services
- Non-profit organizations
- Consulting services
Melissa is a member of Littler Mendelson's Employee Benefits and Executive Compensation Practice Group.
Prior to joining Littler, Melissa served as a partner at Wolf Block LLP where she focused on employee benefits. She was also the former director of ERISA compliance at a large retirement plan administration company.
PROFESSIONAL AND COMMUNITY AFFILIATIONS
- Board member, Benefits Council of Greater Philadelphia – American Society of Pension Professionals and Actuaries
- Member, The Mid-Atlantic Pension Liaison Group
- Member, Employee Benefits Section - Philadelphia Bar Association
- Member, Tax / Business sections - American Bar Association
- Former board member, Interact Theatre Company
- Former board member, Children's Village Child Care Center of Philadelphia
PUBLICATIONS AND PRESS
- May 9, 2013Littler Press Release
- April 2011401(k) BasicsLittler Employer
- March 2011IRS/DOL Steps Up Enforcement Efforts On Qualified Retirement Plans
- August 23, 2010
- June 17, 2010Littler ASAP
- June 2010First Glimpse at Grandfathered Health Plans Regulations
- November 2009Healthcare ReformLittler ASAP
- October 29, 2009Littler ASAP
- June 16, 2009Littler Insight
- March 20, 2009Littler Press Release
BLOG ENTRIES
- Employee Benefits Counsel, February 7, 2012
- Employment Law Update, February 19, 2010
SPEAKING ENGAGEMENTS
- May 22, 2013The Affordable Care Act — Critical Next Steps for Employers
Littler Mendelson, Philadelphia, PA - April 24, 2013Rockin’ 401(k) Plans: The Hot Issues
The Shifting Landscape of Employee Benefits — Imperatives for 2013, Littler Mendelson, Dallas, TX - April 18, 2013Best Practices for Navigating 401(k) Fiduciary Challenges
The Shifting Landscape of Employee Benefits — Imperatives for 2013, Littler Mendelson, New York, NY - March 27, 2013What Every Plan Sponsor Should Know From A Legal And Fiduciary Standpoint
Wharton Retirement Consultants, Philadelphia, PA - November 15, 2012The Flood of Things a Plan Committee Must Do Differently in 2012
23rd Annual Employee Benefits Conference for Practitioners and Plan Sponsors - SouthWest Benefits Association, Dallas, TX - October 11, 2012The Shifting Landscape of Employee Benefits – Imperatives for 2012 and Beyond
Littler Mendelson, Marina del Rey, CA - September 28, 2012Retirement Plan Summit 2012
New York Law School Retirement Plan Summit, New York, NY - September 20, 2012Retirement Plan Fiduciary Best Practices
ASPPA Benefits Council of Greater Philadelphia, Gladwyne, PA - May 21, 2012Healthcare: Obamacare and Beyond
National Association of Professional Employer Organizations (NAPEO), Washington, D.C. - May 16, 2012Fiduciary Update for 401(k) Sponsors
The Philadelphia Group, West Conshohocken, PA - May 11, 2012Guiding Your Company through Dramatic Changes: The Critical Legal/HR Role in Major Transactions
The 2012 Executive Employer® Conference, Littler Mendelson, Scottsdale, AZ - May 10, 2012Steering Clear of Benefits Litigation through Better Document Drafting
The 2012 Executive Employer® Conference, Littler Mendelson, Scottsdale, AZ - April 16, 2012Steering Clear of ERISA Litigation Through Better Document Drafting
Association of Corporate Counsel, Delaware Valley (DELVACCA) Chapter, Philadelphia, PA - April 12, 2012The Corporate Retirement Plan Industry: Regulatory Changes and Fiduciary Best Practices
Drexel University - Philadelphia, PA - March 27, 2012Employee Benefits The Shifting Landscape of Employee Benefits – Imperatives for 2012
Littler Mendelson, New York, NY - March 26, 2012Pressing Issues Facing 401(k) Plan Sponsors in 2012: Vendor Agreements, Participant Disclosures, IRS/DOL Audits and Inquiries, and Other Nuts and Bolts
NFP Monday Mentoring - BenefitsPartners - March 5, 2012Retirement Session: Regulatory Update and How New Regulations May Open Doors
Spring Conference - National Financial Partners, Dallas, TX - November 17, 2011ERISA Rule 408(b)(2) - Full Disclosure of Fees in Your 401(k)
Central Pennsylvania and Berks Lehigh County Chapters - Construction Financial Management Association (CMFA), Downingtown, PA - October 12, 20112011 and Beyond: Maximizing Your Employee Benefit Plans During Uncertain Legislative Times
Littler Mendelson, Philadelphia, PA - September 14, 2011Pressing Issues Facing 401(k) Plan Sponsors and Service Providers in 2011 and 2012: Legislative Update, Vendor Agreements, Participant Disclosures, IRS/DOL Audits, and Other Nuts and Bolts
Transamerica Retirement Services Conference, Lutherville, MD - September 13, 2011Pressing Issues Facing 401(k) Plan Sponsors and Service Providers in 2011 and 2012: Legislative Update, Vendor Agreements, Participant Disclosures, IRS/DOL Audits, and Other Nuts and Bolts
Transamerica Retirement Services Conference, Washington, DC - February 10, 2011New York Benefits Summit
Littler Mendelson, New York, NY - February 2011Update on Employee Benefits Law
DeVry University - November 2010Healthcare Reform: Are You Ready for 2011?
Valiant Conference, Atlanta, GA - October 2010Healthcare Reform
Littler Mendelson Webinar - September 2010Healthcare Reform Including Grandfathering
Thesco Benefits Conference, New York, NY - March 2010Healthcare Bill Review for Contingent Workforce Issues
The 2010 Executive Employer Conference® - Littler Mendelson, Phoenix, AZ - November 2009Best Practices for Operating a Retirement Plan
Littler Seminar, Philadelphia, PA - September 2009Retirement Plan Update for Tax-Exempts
Penjerdel Employee Benefits and Compensation Association Conference, Philadelphia, PA - September 2009Retirement Plan Issues for Tax Exempt Organization
PEBA Conference featuring TIAA-CREF, Philadelphia, PA