George J. Kasper practices in the area of sophisticated employee benefit plan issues encountered by employers, plan fiduciaries and third-party service providers.
George assists employers involved in corporate transactions in reviewing employee benefit plans, identifying potential risks and liabilities and implementing plan terminations, transfers and spin-offs. He has extensive experience advising employers on the design and administration of employee retirement and welfare benefit plans and non-qualified plans. He is experienced in dealing with the Internal Revenue Service and Department of Labor on matters involving tax qualified single and multi-employer pension and profit sharing plans. He advises plan sponsors including state and local governments and trustees concerning pension funding issues, plan structure, union-negotiated plans and administrative procedures as well as fiduciary duties.
George is knowledgeable about a variety of welfare benefits including flexible benefit programs and self-insured health plans. He advises clients regarding COBRA continuation coverage and FMLA coverage, reporting and disclosure requirements and compliance with applicable state laws.
- Development of 401(k) plans providing for self-directed investments, participant loans and hardship withdrawals
- Providing ongoing advice to institutional clients to assist them in servicing their tax-qualified plan and to 403(b) and IRA customers in such areas as contributions, distributions, transfers, rollovers, participant loans, and reporting and disclosure requirements and fiduciary responsibility
- Review of documentation prepared by institutional clients and outside benefit consultants for use with tax-qualified plans and fringe benefit programs
- Analysis, development and implementation of employee fringe benefit programs including flexible benefit plans
- Representing plan fiduciaries in matters arising from participant claims, Department of Labor inquiries and other civil actions
- Analysis, development and implementation of tax-qualified retirement plans and deferred compensation plans, including 403(b) and 457 arrangements, for municipalities and other tax-exempt entities such as hospitals, schools and churches
- Analysis and advice of tax-qualified plan mergers and terminations as a result of corporate transactions
- American Bar Association - Employee Benefits Committee; Tax Section
- Bridgeport Regional Business Council - Health Care Council
- Connecticut Bar Association - Task Force on Unauthorized Practice of Law in Connecticut Administrative Agencies, Unauthorized Practice of Law Committee, Tax Section Executive Committee
- Greater Bridgeport Bar Association
- Worldwide Employee Benefits Network, Hartford Chapter
- Council on Law in Higher Education
- FSW, Inc. CT (formerly Family Services Woodfield) - board of directors
- Juvenile Diabetes Research Foundation, Fairfield County Chapter - board of chancellors