About
Jonathan M. Cerrito is a attorney in Syracuse, New York who makes a speciality of counseling sponsors of multiemployer and unmarried-employer plans, organizations, tax-exempt entities, and managers on tax, ERISA, employee blessings, nonqualified deferred compensation preparations, and the employee benefit aspects of mergers. He has been recognized for his top notch achievements in his profession and contributions to the network by the Whitman School of Management of Syracuse University in 2009. Jonathan often advises at the layout, operation, merger, and termination of tax-qualified pension plans and welfare benefit plans. His exercise includes advising ERISA fiduciaries on the investment of plan property, reporting and disclosure, prohibited transaction guidelines, and tax topics. He also presents steering to tax-exempt agencies on worker advantage issues and unrelated commercial enterprise profits tax (UBIT). In addition, Jonathan has huge enjoy handling ERISA controversies, specializing in investigations by the U.S. Department of Labor regarding fiduciary subjects and alleged statutory violations. He has correctly managed over a dozen such investigations and has been worried in audits carried out by way of the Internal Revenue Service and the Pension Benefit Guaranty Corporation. Some of Jonathans extensive representations consist of: - Counseling Boards of Trustees of multiemployer pension and welfare plans with individual belongings of numerous billion greenbacks on daily matters and special transactions. - Drafting and negotiating investment manager agreements, adoption agreements for institution trusts, and facet letters with diverse personal equity and hedge price range regarding the funding of plan assets. - Representing distinctive fiduciaries in U.S. Department of Labor investigations concerning fiduciary topics and plan investments. - Structuring current welfare advantage plans with a couple of employer participation and securing IRS dedication letters. - Handling the worker advantage aspects of numerous merger transactions for federal credit unions concerning employment, severance, alternate-in-control, pension and welfare plans, and nonqualified deferred compensation plans. - Representing a alternate affiliation in an IRS audit involving sports unrelated to the affiliations tax-exempt purpose, the advent of a for-income subsidiary, and implementation of employee advantage plans. - Counseling a plan administrator in a U.S. Department of Labor audit related to an alleged statutory violation and demonstrating compliance with ERISA and auditing standards. - Securing character prohibited transaction exemptions from the U.S. Department of Labor involving the sale of real assets among associated parties. Jonathan Cerritos expertise and enjoy make him a trusted advisor inside the discipline of worker benefits and ERISA regulation.
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