Overview

Jeff’s practice primarily extends to three areas: employee benefits/executive compensation, estate planning, and general taxation. In the employee benefits/executive compensation area, he advises employers on the design, implementation, administration and termination of the full spectrum of benefit plans and compensation arrangements. Some of the areas in which he counsels plan sponsors include: meeting plan fiduciary obligations; negotiating service agreements with third party providers; complying with the employer shared responsibility requirements of the Affordable Care Act; and ERISA-mandated arbitration of multiemployer benefit plan controversies, such as withdrawal liability assessments. He also represents clients in administrative matters with all of the federal agencies (IRS, DOL, and Pension Benefit Guaranty Corporation) charged with benefit plan oversight responsibility.

Practices

    • For international supplier of high performance plastic compounds and resins—Consultation and advice regarding compliance with Affordable Care Act medical plan mandates.
    • For large, national manufacturer of greeting cards—Review of 401(k) trustee, record-keeper and other service provider contracts.
    • For foundry producing commercial casings for nationwide clientele in air conditioning, transportation and power transmission industries—Consultation on minimizing multiemployer pension plan withdrawal liability, and arbitration of multiemployer benefit plan matters.
    • For national manufacturer of high performance blending machinery for home and business—Design and documentation of long term incentive plan for senior management.
    • For national manufacturer of switch packages, crossings, guard rails, expansion joint and bridge joint assemblies—Consultation and representation regarding DOL benefit plan amnesty program.
    • For a national manufacturer of food products—Consultation regarding retirement plan tax qualification and ERISA compliance. Review of benefit plan service provider contracts.
  • Education

    • American University Washington College of Law, J.D., 1975
    • Georgetown University, LL.M., 1979
    • Tulane University, B.A., 1972

    Admissions

    • State of Ohio
  • Professional Affiliations

    • American Bar Association—Member
    • Ohio State Bar Association—Member
    • Cleveland Metropolitan Bar Association—Member
    • Named to The Best Lawyers in America in the area of Employee Benefits (ERISA) Law (2019)
    • "New DOL Regulations Regarding Disability Claims to Take Effect April 1, 2018," Frantz Ward Client Alert (January 2018)
    • "House Passes Bill to Repeal Obamacare — Senate Approval Uncertain," Frantz Ward Client Alert (May 2017)
    • “IRS Relaxes FSA ‘Use It or Lose It’ Rule” (Summer 2005)
    • “Executive Deferred Compensation: New Law Sets 2005 Deadline –Action Required Now,” Ohio CPA Society (Summer 2005)
    • “Health Savings Accounts—A Revolution in Health Care Reimbursement Programs” (Summer 2005)
    • “Law Affects Nonqualified Deferred Compensation Plans,” (January 2005)
    • “New Plan Types Designed to Benefit Key Employees,”(February 2004)
    • “Business Succession and Exit Planning,” Construction Employers Association Frantz Ward Legal Series, Cleveland, OH (October 2016)
    • “Ohio Sales & Use Taxes—What You Don’t Know, Can Hurt You!,” Ohio Contractors’ Association, Columbus, OH (February 2016)
    • “Nonqualified Deferred Compensation Plans and the Impact of Code Section 409A,” The Ohio State University Creative Pension Conference (May 2006)