Raymond P. Turner is Of Counsel in the Dallas, texas, office of Jackson Lewis P.C. He is Board Certified in Tax Law by the Texas Board of Legal Specialization.
Coming out of a strong tax background, Mr. Turner has developed extensive experience in all aspects of employee benefits law, including the design and maintenance of qualified and nonqualified retirement plans, welfare plans, equity and executive compensation, ERISA Title I fiduciary and other matters, governmental plans, church plans, dealing with plans in mergers and acquisitions and representing clients in plan-related audits and other matters before the Internal Revenue Service and the Department of Labor. Of note is that Mr. Turner has advised a foreign government on the privatization of its social security system.
With almost 30 years in employee benefits practice, Mr. Turner is among the firm's most experienced lawyers in this important field.
Pro Bono and Community Involvement
•Dallas Symphony Orchestra Guild, Past President
• Non-Complying ERISA Claims Procedures Could Be Costly, Mealey's Litigation Report ERISA 37 1.8 (December 2002) [Author]
• Foreign Taxation Highlights of the Tax Reform Act of 1986, The International Lawyer 21 (Spring 1987) [Author]
Benefits Law Advisor
DEATH AND TAXES FOR QUALIFIED PLANS
March 14, 2016
An IRS plan audit uniquely focuses an employer's mind on the core identity of its qualified retirement plan, which is that of a tax exempt organization, but one whose exemption (or “qualification”) requirements are far pickier than those applicable to one's favorite charity.
By Raymond P. Turner
Benefits Law Advisor
THE RETROACTIVE AMENDMENT FIX FOR PLAN OPERATIONAL FAILURES
July 14, 2015
Frequently a plan sponsor's operational failure to follow the terms of its 401(k) or other qualified plan can be corrected under the IRS's Employee Plans Compliance Resolution System (“EPCRS”) (described at http://www.irs.gov/Retirement-Plans/EPCRS-Overview) with a retroactive amendment instead of a sometimes expensive financial correctio
By Raymond P. Turne