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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.
Chair of the Benefits and Compensation practice group, 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
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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.
Industries & Practices
Corporate Governance & Compliance
Explore This Practice View client achievements related to this practice View resources related to this practiceNon-Profit & 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
- Non-Profit & Tax Exempt Organizations
- Technology
