Overview

Samuel H. Stein represents clients in all aspects of employee benefits law. He represents large public corporations, small and mid-market companies, healthcare systems, non-profit organizations, corporate trustees, and single employer plans. Sam provides these clients with a wide range of employee benefit services involving mergers and acquisitions, qualified and nonqualified retirement plans, health and welfare plans, government audits, pension investments, and litigation. Sam's work includes:

  • Qualified retirement plan design, drafting and administration
  • Employee benefits in mergers and acquisitions
  • Executive compensation, including 409A compliance
  • 403(b) tax sheltered annuity plan operation and documentation
  • Health plan design, documentation and administration
  • Flexible benefits plan drafting and compliance
  • 457 deferred compensation plans
  • Severance plan implementation and operation
  • Plan asset and prohibited transaction rules
  • Fiduciary duties under Employee Retirement Income Security Act (ERISA)
  • Plan Reporting and Disclosure Compliance
  • Consolidated Omnibus Budget Reconciliation Act (COBRA) notices and administration
  • Internal Revenue Service (IRS) and Department of Labor (DOL) audits
  • Pension funds in financial transactions
  • ERISA litigation
  • Vacation pay plans
  • Voluntary Employees Beneficiary Association (VEBA) plans and funded benefits
  • Benefit claims and disputes

Professional & Community Affiliations

Member

State Bar of California

Speaking Engagements

The Shifting Landscape of Employee Benefits – Imperatives for 2012 and Beyond

Los Angeles, CA

October 11, 2012

Education

  • J.D., University of Texas School of Law, 1989
  • B.S., University of Illinois, 1984With High Honors

Bar Admission

California