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
- June 17, 2010
- October 29, 2009
- June 16, 2009
BLOG ENTRIES
- Employee Benefits Counsel, February 7, 2012
- Employment Law Update, February 19, 2010
PRESS
- August 23, 2010
- March 20, 2009
ADDITIONAL PUBLICATIONS & PRESS
- April 2011401(k) BasicsLittler Employer
- March 2011IRS/DOL Steps Up Enforcement Efforts On Qualified Retirement Plans
- June 2010First Glimpse at Grandfathered Health Plans Regulations
- November 2009Healthcare ReformLittler ASAP
SPEAKING ENGAGEMENTS
- March 27, 2012
- November 17, 2011
- October 12, 2011
- February 10, 2011
ADDITIONAL PRESENTATIONS
VIEW ALL- 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 - March 5, 2012Retirement Session: Regulatory Update and How New Regulations May Open Doors
Spring Conference - National Financial Partners, Dallas, TX - 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 - 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 2011Update on Employee Benefits Law
DeVry University