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Principal employee benefits counsel to public and private companies, advising them on all aspects of the design, implementation and administration of all types of retirement plans, including 401(k), profit sharing, defined benefit, ESOP, SEP, SIMPLE-IRAs, 403(b), and 457 plans;
Extensive experience advising companies on the design, implementation and administration of insured and self-insured medical plans, dental plans, life insurance, disability, and cafeteria plans, including pre-tax premium plans and flexible spending account plans;
Counsel private companies on the employee benefit issues arising from corporate mergers and acquisitions,
Extensive experience advising public and private companies on ERISA compliance, including advice regarding reporting and disclosure requirements, and fiduciary responsibility, prohibited transaction and plan investment issues;
Substantial experience advising companies on COBRA and the Health Insurance Portability and Accountability Act (HIPAA)
Negotiated favorable results with the IRS under its Employee Plans Compliance Resolution System
Counsel private companies on executive compensation, including nonqualified deferred compensation plans, SERPs, excess benefit plans, stock option and other equity-based plans, and "rabbi" trusts;
Implemented a leveraged ESOP funded with stock valued at more than $10 million;
Counsel plan administrators as to the qualified status of domestic relations orders (QDROs)
REPRESENTATIVE CLIENTS
ACO, Inc.
Active Interests Media, Inc.
Clarkston Community Schools
Coleman Cable, Inc.
Dura Automotive Systems, Inc.
Fanuc Robotics America, Inc.
InterMedia Outdoors, Inc.
Seco Tools Inc.
AREAS OF PRACTICE EMPHASIS
Emerging Business
Employee Benefits
Estate Planning & Administration
Mergers & Acquisitions
Schools & Educational Institutions
Taxation
PROFESSIONAL INVOLVEMENT
Past, Chairman of the Employee Benefits Committee of the Oakland County Bar Association
Michigan Bar Association, member of the Employee Benefits Committee of the Tax Section
American Bar Association Member, active on the Employee Benefits Committee of the Tax Section
Member, Human Resources Committee of Automation Alley.
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