Bill Freudenrich is an employee benefits attorney with specific expertise in retirement plan design, deferred compensation, mergers and acquisitions, plan terminations, leased employees, self-insured medical plan design, COBRA and HIPAA compliance.
Bill represents both multi-employer plans and participating employers on funding issues concerning withdrawal liability, reorganization issues and collection of delinquent contributions. He has advised lending institutions of the risk associated with loans to employers that participate in multi-employer plans. Bill also provides ongoing counseling to multiple tax-exempt and governmental healthcare institutions in the areas of open meeting requirements, executive compensation, Section 403(b), Section 457(f), Section 457(b) and Section 401(a).
Bill's achievements have earned him inclusion in Oklahoma Super Lawyers (employee benefits/ERISA), which recognizes the state's top 5 percent of Oklahoma attorneys in more than 60 practice areas.
Representative Experience
· Counseled multi-employer plans on the requirements of withdrawal liability, collection of delinquent contributions, funding requirements and prohibited transactions.
· Counseled trustees of multi-employer plans on issues concerning fee disclosures and conflicts of interest among providers and assisted trustees in preparing requests for proposal (RFPs) for vendor searches.
· Counseled financial institutions on the risks associated with loans to employers that are subject to collective bargaining agreements.
· Performed forensic qualified plan audits to determine total plan expenses.
· Designed and drafted deferred compensation plans for both tax-exempt and corporate entities.
· Assisted clients with the rehabilitation of qualified retirement plans that have incurred a "qualification" failure through the IRS EPCRS program.
· Counseled employers on the design, drafting and administration of self-insured medical plans and qualified retirement plans.
· Counseled collectively bargained multi-employer retirement plans on compliance with the Taft-Hartley Act, Employee Retirement Income Security Act (ERISA) and IRS Tax Code.
· Assisted employers in the preparation of requests for proposal (RFPs) in the selection of third-party administrators (TPAs), registered investment advisors (RIAs) and custodians for qualified retirement plans.
· Assisted in complex litigation of employee benefit issues, including but not limited to, TPA negligence, multiple employer welfare associations (MEWAs), insolvency, disability claims, breach of fiduciary duty claims, prohibited transactions, determination of ERISA vs. governmental status, and employee stock ownership plans (ESOP) valuation issues.
In The News
· Lawyers offer advice on employment law changes
The Journal Record - March 23, 2009
· How safe are your employees' retirement funds?
The Journal Record - October 31, 2008
At The Podium
· Hidden Treasure - Uncovering the latest 'little known' strategies for BIG potential cost savings in your health plan presented at EmployerLINC 2012: 'Adventures in HR' on April 10, 2012 in Oklahoma City, Oklahoma.
· Hidden Treasure - Uncovering the latest 'little known' strategies for BIG potential cost savings in your health plan presented at EmployerLINC 2012: 'Adventures in HR' on April 3, 2012 in Tulsa, Oklahoma.
· Employee Benefits: Compliance Strategies to Avoid Sanctions, Penalties and Litigation presented at EmployerLINC 2011 Labor, Employment and Employee Benefits Seminar on April 26, 2011 in Tulsa, Oklahoma.
· Employee Benefits: Compliance Strategies to Avoid Sanctions, Penalties and Litigation presented at EmployerLINC 2011 Labor, Employment and Employee Benefits Seminar on April 20, 2011 in Oklahoma City, Oklahoma.
· Common Retirement Plan Mistakes and Corrections presented at Oklahoma State Council for Human Resource Management Seminar in Tulsa on November 3, 2010 in Tulsa, Oklahoma.
· How New Regulations Are Impacting Company Retirement Plans presented at Fall 2010 Labor, Employment and Employee Benefits Seminar on October 26, 2010 in Tulsa, Oklahoma.
· Guiding your Health Plans through a Changing Landscape presented at Fall 2010 Labor, Employment and Employee Benefits Seminar on October 26, 2010 in Tulsa, Oklahoma.
· How New Regulations Are Impacting Company Retirement Plans presented at Fall 2010 Labor, Employment and Employee Benefits Seminar on October 20, 2010 in Oklahoma City, Oklahoma.
· Electronic Delivery of Benefits-Related Documents: Cheaper, Faster, Riskier? presented at Spring 2010 Labor & Employment and Employee Benefits Seminar on May 19, 2010 in Tulsa, Oklahoma.
· Health Plans and the New Laws presented at Spring 2010 Labor & Employment and Employee Benefits Seminar on May 19, 2010 in Tulsa, Oklahoma.
Featured Media
· EmployerLINC Webinar: Are you ready for fee disclosure?
· EmployerLINC: Health Care Reform - Updated Compliance Guidance
Professional Organizations and Memberships
· Tulsa County Bar Association
· Oklahoma Bar Association
· State Bar of Texas
Civic Involvement and Leadership
· Broken Arrow Youth Basketball Association (Former Vice President)