Jonathan M. Cerrito counsels sponsors of multi-employer and single-employer plans, companies, tax-exempt entities and executives on all matters of tax, ERISA, employee benefits, non-qualified deferred compensation arrangements and the employee benefit aspects of mergers. Jonathan was named by the Whitman School of Management of Syracuse University as one of the 2009 “40 Under 40” based on extraordinary achievement in his career and contributions to the community.
Jonathan regularly advises on the design, operation, merger and termination of tax-qualified pension plans and welfare benefit plans. His practice includes advising ERISA fiduciaries on the investment of plan assets, reporting and disclosure, prohibited transaction rules and tax matters. He also advises tax-exempt organizations on employee benefit issues and unrelated business income tax (UBIT).
In addition, Jonathan has significant experience handling ERISA controversies with a focus on investigations by the U.S. Department of Labor concerning fiduciary matters and alleged statutory violations. He has handled over one dozen such investigations and has also been involved in audits conducted by the Internal Revenue Service and the Pension Benefit Guaranty Corporation.
Affiliations
American Bar Association (Tax Section and Labor and Employment Section), New York State Bar Association (Tax Section and Labor and Employment), Connecticut Bar Association, Onondaga County Bar Association (Tax Section and Labor and Employment)