Melvin H. Pizer

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Melvin H. Pizer

Partner

With over 35 years of experience, Melvin H. Pizer is a highly experienced, results oriented attorney who concentrates his practice in tax and employee benefits law.

Mel practices in all areas of employee benefits law and tax law, including qualified and non-qualified retirement plans, welfare benefit plans and ERISA controversies. His practice areas of concentration also include collectively bargained multiemployer employee benefit plans, tax sheltered annuity and deferred compensation plans for tax-exempt organizations and tax planning for qualified plans.

Mel has significant experience in dealing with the Internal Revenue Service, the United States Department of Labor, the New York State Department of Taxation and Finance and other governmental agencies in obtaining Private Letter Rulings, Revenue Rulings, Prohibited Transaction Exemptions and Advisory Opinions.

Mel is an avid baseball fan and has collected sports memorabilia since his boyhood. He has also been active in the community in which he lives, serving on his town’s recreation and green space committee as well as serving as an officer in his neighborhood homeowners’ association.

Significant Representations

  • Represented multi-employer retirement plans, welfare benefit funds and apprenticeship and training fund in connection with their mergers with other multi-employer funds including the preparation and negotiation of the merger agreement, drafting notification instruments and guiding the Board of Trustees and the Fund Manager in effecting the merger of the Funds.
  • Examined and negotiated the terms of agreement of insurance contracts, premium stabilization agreements, and experience rating agreements provided to multi-employer benefit funds for the provision of medical benefits, long term care, dental coverage, disability income and vision care.

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  • Designed and drafted qualified retirement plans, non-qualified retirement plans, flexible benefit plans, welfare plans, trust agreements and secured tax exempt status and qualification letters from the IRS.
  • Represented numerous Boards of Trustees regarding United States Department of Labor and Internal Revenue Service audits of governmental filing reports including Form 990 Information Tax Returns and Form 5500 Annual Report for retirement plans including the appeal of late filing penalties and interest charges assessed which appeals resulted in the complete abatement of all charges assessed by the government.
  • Organized and prepared documentation needed to set up and operate on a tax exempt basis building corporations which hold real estate for Local Union’s operations and prepared lease agreements for usage of real estate by third parties. Sought and secured tax exemption letters from Internal Revenue Service for building corporations to operate free of income taxation.

Publications

  • Rochester Business Journal

Speaking Engagements

  • Monroe County Bar Association, National Business Institute

Affiliations

Monroe County Bar Association; Onondaga County Bar Association; New York State Bar Association (Tax Section); American Bar Association (Tax Section); The Florida Bar Association (Tax Section)