Peter K. Bradley

Peter has more than 25 years of experience representing employers on matters relating to their employee benefit programs. He assists a wide range of employers, including small, closely held corporations; nonprofit organizations; and large, publicly traded multinational companies. He advises clients regarding the design, formation, and maintenance of 401(k) plans, pension and profit-sharing plans, employee stock ownership plans (ESOPs), health and welfare plans, and executive and deferred compensation agreements. He consults with tax-exempt and educational employers on all aspects of 403(b) plan compliance.

Peter advises clients on Internal Revenue Service (IRS) and Department of Labor (DOL) compliance matters. He assists employer in complying with new legislation and regulatory guidance, maintaining plan documents and providing required disclosures, and filing determination letter applications. He regularly interacts with governmental agencies (IRS and DOL) on clients’ behalf in connection with plan examinations and self-correction submissions. He has significant experience in the employee benefits aspects of corporate acquisitions, dispositions, and mergers.

Additionally, Peter counsels clients on Employee Retirement Income Security Act (ERISA) compliance, including fiduciary issues. He works with compensation committees of larger employers to assure they have effective governance and investment policies in place.

Every month, Peter and fellow Employee Benefits attorneys compile an Employee Benefits newsletter to highlight important changes and amendments throughout the industry. The monthly newsletters can be found in the Publications section of the Hodgson Russ website.