To speak with a lawyer about your case, call 510-244-3307 or fill out our email form. ERISA is a set of federal laws that set the standard for health retirement plans.When denied, seek an Oakland ERISA Attorney right away. Keep in mind: To fund your account you will need to complete the required Salary Reduction Agreement form. An ERISA attorney can assist in the design and drafting of employee benefit plans, including pension plans, 401(k) plans and health and welfare plans. Most ERISA-covered plans are required to file Form 5500 annually. However, the 31-day period is waived for participants in the voluntary 403(b) Plan who are age 59½ or older. Participating in a primary retirement benefit option); and. Retirement payments do not include payments made at the later of age 62 or normal retirement age under your Employer's retirement plan. What Are Some Examples of Situations Where I Might Need an ERISA Lawyer?