skip

Charles C. Shulman has substantial experience in employee benefits compliance and transactional work, advising on various issues relating to pension plans, 401(k) plans, ESOPs, 403(b) plans and other qualified and nonqualified plans. He works with clients on voluntary correction programs, welfare plans, COBRA compliance, ERISA liability, fiduciary issues, deferred compensation, 409A requirements, employment and severance agreements, equity compensation and other executive compensation issues. He has written a number of articles and chapters and lectured on a variety of employee benefits and executive compensation issues. He is a Fellow of the American College of Employee Benefits Counsel and co-authors  West's widely used Qualified Retirement Plans. He is also on the Editorial Advisory Board of the Journal of Deferred Compensation.

He received his B.S. summa cum laude from Brooklyn College and his J.D. and LL.M. (in Taxation) from New York University School of Law, where he was a senior editor of the Journal of International Law and Politics.

by Allen J. Erreich, Charles C. Shulman
Published: Benefits & Compensation Update, October 4, 2019
Download the file for Recent IRS Guidance on Taxation: Withholding and Reporting for Uncashed Distribution Checks from Tax-Qualified Plans.
by Allen J. Erreich, Charles C. Shulman
Published: Benefits & Compensation Update, July 2, 2019
Download the file for Proposed Regulations on Retirement Plan Distribution Withholding for Recipients with Non-U.S. Addresses.
by Norman J. Misher, Allen J. Erreich, Judy M. Hensley, Charles C. Shulman, Chase B. Steinlauf, Ariel B. Woldar
Published: Benefits & Compensation Update, May 17, 2019
Download the file for Benefits & Compensation Update (May, 2019).
by Judy M. Hensley, Charles C. Shulman
Published: Benefits & Compensation Update, March 17, 2017
Download the file for IRS Issues Guidelines for Substantiating 401(k) Hardship Withdrawals.
by Charles C. Shulman
Published: Tax Management Compensation Planning Journal, September 2, 2016
Download the file for Employment Agreements.
by Norman J. Misher, Allen J. Erreich, Judy M. Hensley, Charles C. Shulman, Chase B. Steinlauf
Published: Benefits & Compensation Update, April 22, 2016
Download the file for Benefits & Compensation Update.
by Norman J. Misher, Allen J. Erreich, Charles C. Shulman, Judy M. Hensley, Chase B. Steinlauf
Published: R&H Letter to Clients and Friends, April 30, 2015
Download the file for <p>Favorable Modifications to IRS Correction Program for 401(K) Deferral Errors</p>
.
by Norman J. Misher, Allen J. Erreich, Charles C. Shulman, Judy M. Hensley, Chase B. Steinlauf
Published: R&H Letter to Clients and Friends, December 10, 2013
Download the file for Employee Benefit Plan Compliance With The Recent DOMA Supreme Court Decision.