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Partner - Richard I. Cohen

Richard I. Cohen

Partner

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Richard Cohen's practice encompasses pensions and employee benefits, including tax-qualified retirement plans, 403(b) plans, non-qualified deferred compensation plans, SERPs, cafeteria plans, ERISA and COBRA compliance. Richard has served clients and the firm in a variety of roles, including pension counsel to corporate benefits departments of major insurance companies, banking institutions, and mutual fund companies. He currently serves as co-trustee of the firm's own 401(k) and profit sharing plans.

Richard speaks on pension and employee benefit issues to business associations, such as the WEB Network of Benefits Professionals, client groups, and the Connecticut Bar Association.

Distinctions

Professional Affiliations

  • Connecticut Bar Association: Executive Committee, Taxation Section; Chair, Employee Benefits and Executive Compensation Subcommittee (2008-2011)
  • Hartford County Bar Association
  • Northeast Pension Liaison Group for the Internal Revenue Service

Community Involvement

  • Business for Downtown Hartford: Member, Board of Directors (2003-2011)
  • MetroHartford Alliance: Government Relations Committee
  • Fred D. Wish School Volunteer Tutor Program

ERISA Counsel to Bank's Pension Plan, 401(k) Plan, Section 125 Plan, and SERP Counsel

Serve as pension and employee benefits counsel to a Connecticut-chartered mutual bank regarding its pension plan, 401(k) Plan, Section 125 Plan, SERP and other non-qualified deferred compensation plans. Recently redrafted Bank’s short-term and long–term incentive compensation plans, including compliance with Internal Revenue Code Section 409A.

Merging of Pension Plan into 401(K) and Converting onto Fidelity Platform

Representation of client that is a Connecticut-based member-owned risk retention group providing property and casualty insurance for public housing authorities located throughout United States. Pension counsel for many years; in 2004, merged old money purchase pension plan into 401(k) plan and assisted in converting 401(k) plan onto Fidelity Investments 401(k) platform; recently drafted deferred compensation agreements, (SERP and split-dollar life insurance) covering President and CEO.
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Practice Areas

Industries & Featured Services

Education

  • Cornell Law School, J.D., 1984
  • Wesleyan University, B.A., 1981

Bar Admissions

  • Connecticut

Court Admissions

  • U.S. District Court, District of CT

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