California ERISA Consultant and Mediator

San Francisco ERISA Consultant and Mediator John Koss offers a range of valuable services to corporate, public sector, and multi-employer employee benefits plans sponsors, administrators, and trustees. His work falls primarily in the areas of employee benefits mediation and conflict management training.

To schedule a consultation with Mr. contact the San Francisco office of mediator John Koss by e-mail through this Web site, or by phone.

California employee benefits mediator and consultant John Koss has years of experience designing and consulting on employee benefits and is trained as a lawyer. He is well qualified to offer his skills as a mediator and consultant in one or more of the following areas:

• Employee benefit plan selection process
  
• Review of initial document preparation
  
• Qualification of plans with the IRS
  
• Employee communications, including preparation of Summary Plan Descriptions (“SPDs”)
  
• Designing and implementing plan administration and self-audits
  
• Submission of plans to IRS and DOL voluntary compliance programs
  
• Plan spin-offs and mergers
  
• Terminations and partial terminations
  
• Reporting and disclosure requirements
  
• Participant and beneficiary claims and appeals of claims
  
• Qualified Domestic Relations Orders (QDROs)
  
• 401(k) distributions, withdrawals, and loans
  
• Advising boards of directors and plan trustees on ERISA fiduciary issues in light of Sarbanes-Oxley requirements
  
• Advising plan committees and other ERISA fiduciaries
  
• ERISA Section 404(c) and related investment management matters, including investment manager contracts and investment policy statements
  
• COBRA disputes, including notification issues
  
• Qualified Joint and Survivor insurance matters, including disputes over spouse/former spouse/beneficiary entitlement
  
• Conflicts between Summary Plan Descriptions (“SPDs”), plan communications and Plan documents
  
• HIPAA privacy matters: documentation, procedures, violations
  
• Negotiation and review of severance packages including early retirement and reduction in force (“RIF”) plans

Of course, all consulting, auditing, and mediation services are performed with the assurance of maximum confidentiality. If Mr. Koss collaborates with in-house counsel, every effort is made to assert the attorney-client privilege, as appropriate.

To discuss how Mr. Koss can assist you with these matters and others, please contact the office of California employee benefits consultant and mediator John Koss by e-mail through this Web site or by phone.