Jorge M. Leon

Partner

Leon is a partner in Michael Best & Friedrich LLP’s Employee Benefits Group. Plan sponsors, plan administrators, plan fiduciaries and third-party record keepers seek his counsel on designing, establishing and maintaining qualified retirement plans, including ESOPs, 401(k), 403(b), 457(b) and defined benefit plans. He is also well-versed in negotiating recordkeeping agreements, ERISA 3(21) and 3(38) investment advisor/manager agreements, and the benefit aspects of large corporate transactions.

Law and regulation

Benefits Think Preparing for Form 5500 deadlines

ERISA reporting must be filed by July 31 or an extension must be filed on the same date by employers to avoid penalties.

By Carrie Byrnes

July 26

Law and regulation

Benefits Think Preparing for Form 5500 deadlines

ERISA reporting must be filed by July 31 or an extension must be filed on the same date by employers to avoid penalties.

By Carrie Byrnes

July 20

Law and regulation

Benefits Think Retirement plan rollover rules relaxed

The “I-lost-it” excuse may actually work. This revenue procedure provides taxpayers with a new mechanism to facilitate a rollover, even if a technical failure to comply with the 60-day rule has occurred.

By Jorge M. Leon

September 1