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Employee Benefits Law Group

Employee Benefits Law Group

Guidance. More than just Legal Advice.

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Employee Benefits Law Group
Home > What We Do > Governmental Employee Benefits > Social Security and Replacement Plans

Social Security and Replacement Plans

Delivering Sound Social Security Replacement Plans

Many public employers don’t participate in the OASDI portion of Social Security. Employee Benefits Law Group helps with all aspects of so-called “Social Security replacement plans.”

We can guide you through the extensive IRS rules and conditions that must be satisfied for Social Security exemption.

We can help you determine if your agency:

  • Is subject to a 218 Agreement and, if so, what it means.
  • Qualifies as an “instrumentality” of government that is eligible for exemption from Social Security.
  • Can “opt out” of Social Security and, if so, how this is done.
  • Has an existing Social Security replacement plan that complies with IRS requirements.
  • Is following best practices for its Social Security replacement plan investments, service contracts and plan design.

Government Plans & Issues

  • CalPERS and ‘37 Act Employers
  • Retiree Health and OPEB
  • PEPRA
  • Social Security and Replacement Plans
  • 414(h) Pick-ups
  • 457(b) and 457(f) Plans

Government Employee Benefits Team

  • Ken Ruthenberg
  • Jim Paul
  • Marcel Weiland
  • Wendy Gilligan

Let’s Start a Conversation

Have questions about your current benefit plan? Want to know what your benefit plan options are? Whatever your need, we’re here to help. Fill out a hassle-free request form, and one of our team members will follow up to get you on the path to success.

Get In Touch

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Our experienced team guides you in all aspects of ESOPs, M&A due diligence, retirement plans, equity / compensation, and health and welfare benefits.
Sacramento Office
916-357-5660
620 Coolidge Drive
Suite 100
Folsom, CA
95630
Los Angeles Office
310-571-8896
10880 Wilshire Blvd
Suite 1101
Los Angeles, CA
90024
San Jose Office
408-467-3860
2033 Gateway Place
Suite 500
San Jose, CA
95110
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