Employee Benefits & ERISA Matters

The attorneys in our Employee Benefits Practice Group are experienced in dealing with employee benefit matters in mergers and acquisitions, ERISA litigation, tax qualification of pension plans with Puerto Rico tax authorities, correction proceedings with the U.S. Department of Labor and other complex pension and deferred compensation arrangements for employees and other individuals. We take a hands-on approach to counseling clients concerning the  technical operations of tax qualified pension plans, including assisting in tax reporting with local and federal authorities, performing and reviewing various coverage and discrimination testing as well as compliance with on-going statutory amendments of applicable local and federal statutes.


  • Since 2012, the Tax Practice Group has been ranked as one of the leading tax law groups in Puerto Rico according to Chambers & Partner’s Global and Latin America Guides.

Representative Matters and Transactions:

  • Advised multinational energy conglomerate in employee benefits acquisition and merger of tax favored employer benefit programs for Puerto Rico and other Caribbean markets.
  • Served as Puerto Rico exclusive employee and benefits matters counsel for international healthcare company in business separation of pharmaceutical and medical devices divisions into two separate Fortune 500 companies.
  • Served as local counsel for a major financial services firm with recent ERISA fiduciary duties requirements and compliance matters for tax favored retirement products.