R. Sterling Perkinson focuses his practice on employee benefits and executive compensation. As part of this practice, Mr. Perkinson works with plan sponsors in the design and administration of 401(k), profit sharing and defined benefit pension plans.
Mr. Perkinson also represents clients in connection with IRS and Department of Labor audits of qualified plans as well as voluntary correction programs. Mr. Perkinson regularly provides counsel and negotiates on behalf of clients with respect to employee benefits and executive compensation issues in connection with mergers, acquisitions, dispositions and other business transactions.
Mr. Perkinson also advises plan sponsors, plan fiduciaries and investment management clients with respect to fiduciary and prohibited transaction rules for investing plan investments.
- Assisted a large financial institution with all aspects of a transaction to enhance the anticipated long-term return of its pension plan by a private placement acquisition of company stock and in particular the critical securities and ERISA components.
- Represents New York City Police Department Superior Officers Council with respect to its retirement plan established for officers of the New York City Police Department. This retirement plan was established pursuant to collective bargaining agreements. With the plan transitioning from traditional balance forward administration to a daily platform and participant-directed investments, we assisted the client in amending the controlling plan documents and advised as to the service-provider documents and new policies and procedures for administration and investments.
- Represents the wholly-owned subsidiary of a major Fortune 100 company that acts as the in-house asset manager in connection with the pension trust’s multibillion dollar investments in alternative investments, including direct and fund of fund hedge funds, private equity and total return swaps and other sophisticated investments.
- Successfully closed on a multi-million dollar contribution of qualifying real estate to pension plan. The transaction involved hiring and monitoring an independent fiduciary to represent the plan’s interest in the contribution.
- Washington University School of Law, J.D. (2006)
- University of North Carolina at Chapel Hill, Master of Accounting (2000)
- University of North Carolina at Chapel Hill, B.A., English and Mathematics (1999)
- North Carolina (2006)
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