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Overview
TIM'S PRACTICE FOCUSES IN THE DESIGN, FORMATION, IRS QUALIFICATION, ADMINISTRATION, MERGER AND TERMINATION OF EMPLOYEE RETIREMENT, HEALTH, WELFARE AND EXECUTIVE COMPENSATION PLANS.
Tim devotes a substantial portion of his practice to evaluating the effect of employee benefit programs on mergers, acquisitions, reorganizations, corporate financing and similar transactions.
Experience
Client Achievements
Representative Work
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Advise Employers on executive compensation programs including compliance with new Section 409A.
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Advise UnitedHealth Group, Inc. on employee benefit aspects of its merger and acquisitions including its 2005 acquisition of PacifiCare Health Systems, Inc.
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Advise employers on numerous occasions with regard to the hiring and firing of plan trustees and investment managers, prohibited transaction and fiduciary duty requirements of law, structuring of fiduciary relationships to minimize the legal exposure of the sponsoring employer and its directors, officers and employees and compliance with the ERISA §404(c) participant directed investment regulations.
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Assisted clients in establishing and amending tax all types of tax qualified retirement plans.
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Advise clients concerning Individual Retirement Accounts and distribution planning.
Representative Clients
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UnitedHealth Group, Inc.
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Canon USA, Inc.
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Deluxe Corporation
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Agriliance, L.L.C.
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Lenox Group Inc.
News & Resources
Articles
May 7, 2020
May 22, 2014
May 20, 2010
News & Press Mentions
June 24, 2021
August 15, 2018
August 15, 2017
August 15, 2016
August 17, 2015
Events & Speaking Engagements
September 24, 2020
March 11, 2020
November 12, 2019
May 10, 2017
May 10, 2017
October 06, 2006 - October 06, 2006
Industries & Practices
Corporate Governance & Compliance
Explore This Practice View client achievements related to this practice View resources related to this practiceNonprofit & Tax Exempt Organizations
Explore This Practice View client achievements related to this practice View resources related to this practiceFood, Beverage & Agribusiness
Explore This Practice View client achievements related to this practice View resources related to this practiceEnergy & Natural Resources
Explore This Practice View client achievements related to this practice View resources related to this practiceBanking & Financial Institutions
Explore This Practice View client achievements related to this practice View resources related to this practice- Banking & Financial Institutions
- Benefits & Compensation
- Cooperative Law
- Corporate Governance & Compliance
- Emerging Companies
- Energy & Natural Resources
- Executive Compensation
- Food, Beverage & Agribusiness
- Healthcare
- Mergers & Acquisitions
- Nonprofit & Tax Exempt Organizations
- Technology
