Ineligible quasi-governmental employer

[Flyboyjohn]

Quasi-governmental entity/employer affiliated with a City enrolls its employees in a State retirement plan.

10 years later State Retirement System determines employer is not eligible for State plan and refunds all contributions to employer entity.

Employer wants to propose a correction to IRS that would retain tax deferred "qualification" but facts don't seem to fit a VCP submission.

Where do you go (who you gonna call) for such a unique situation?

Please don't say "good ERISA attorney" without providing a specific name because I already meet the ERISA attorney part.

Thanks

 

 

[Dave Baker]

I have confidence in Carol Calhoun.

https://www.venable.com/carol-v-calhoun/

Literally wrote the book:

https://benefitsattorney.com/books/governmental-plans-answer-book/

[Peter Gulia]

Carol is who you want on this.