Plans for Tax-Exempt Organizations

Robinson+Cole has earned a reputation for its service on behalf of nonprofit, or tax-exempt, organizations. Our lawyers represent numerous tax-exempt entities in connection with their employee benefit and compensation needs, including educational institutions, hospitals, health care organizations, private foundations, social service agencies, religious organizations, and other non-profit groups. 

Our Services 

We routinely assist tax-exempt clients with the design, drafting, and implementation of defined contribution plans and related issues, including:

  • 403(b) plans
  • Section 457(b) and 457(f) programs
  • Executive benefit programs
  • Executive compensation and associated tax rules
  • Health and welfare plans
  • Internal Revenue Service compliance
  • Representation before government agencies, including the Internal Revenue Service, Department of Labor, and Pension Benefit Guaranty Corporation, in connection with audits, qualification submissions, plan corrections, and more

We typically serve as general corporate counsel to our nonprofit organization clients, providing advice on a range of matters, such as fiduciary responsibilities, taxes, tax-exempt status, and tax-exempt financing.

Our Team
Representation of tax exempt organizations has been a significant component of the Employee Benefits and Compensation Group’s practice for many years, and our lawyers have successfully guided numerous clients through the creation and administration of their individual plans. These clients rely on our group to provide advice regarding all employee benefits issues requiring the assistance of outside counsel, including compliance with all provisions of the Internal Revenue Code applicable to tax exempt organizations. Our team is regularly asked to make presentations on benefits issues, as we excel at communicating complicated benefits concepts to all key stakeholders.

Our Team