About Song Mondress

Song Mondress provides an integrated array of services to advise private sector and governmental plans and their sponsors and representatives, ranging from assistance in tax compliance matters and business transactions to advice on fiduciary standards, complex prohibited transaction exemptions, and plan sponsor design and acquisition strategies. Whether the issue is tax strategy, governmental correction programs, venture capital operating company investments, or internal fiduciary audits and education, we provide practical advice in clear terms. We represent clients with a wide spectrum of defined benefit and defined contribution retirement plans, deferred compensation arrangements, and health, welfare and cafeteria plans.

Our clients include plans with tens of millions to more than $50 billion in assets, reflecting our range of problem-solving abilities. Our private sector clients range from start-up entities to significant plans supporting national operations. We also represent institutional service providers to plans, including third-party administrators, custodial trust companies and investment managers. In the public sector, we are fiduciary counsel to entities such as the Washington State Investment Board and the Seattle Retirement System Board of Administration. Our clients are located throughout the West Coast (including Hawaii and Alaska), and across the country.

Our litigation practice reflects extensive trial and appellate court experience in federal and state courts representing benefit plans and their fiduciaries in benefit claim and fiduciary breach cases. Our lawyers have defended plans in multiple class action lawsuits, represented the State Attorney General and Insurance Commissioner in ERISA preemption litigation, and filed influential amicus briefs to the U.S. Supreme Court and the Ninth Circuit Court of Appeals in highly profiled cases.