Overview
Bret has broad experience in advising employers on a range of employee benefits and executive compensation programs with a focus on the tax, labor, and securities regulations that impact these programs.
He represents private and publicly held businesses, including large multi-national corporations, in addressing the unique corporate, governance, and benefits issues that impact these organizations.
He works with clients that have complex organizational and management structures, including multiple employer plans and professional employer organizations.
Bret aims to become an extension of his clients’ compliance team and often advises management committees, compensation committees, and boards of directors on strategic business initiatives and compliance matters.
Experience
Representative Experience
Corporate Law
- Corporate governance and compliance, including counsel to companies’ boards and advisory committees. *
- Strategic advisor on corporate structural matters, including operations, tax and other efficiencies. *
- Strategic advisor on business structure, including advising on management, protection, and preservation of business assets and personnel. *
- Counsel to management and boards of directors. *
Employee Benefits Law
- Assisted entertainment industry payroll business and broker in developing its healthcare program to comply with ACA. *
- Worked with private mining company to establish a 100% ESOP, allowing for shared ownership, increasing employee commitment and morale while providing resources to grow the business. *
- Worked with one of the top 100 private companies in Idaho to make changes to their business model to lock in key broker relationships, transitioning their program, which in turn strengthened their overall business model. *
- Ongoing counsel for large, publicly traded technology company, advising in matters of executive compensation and health and welfare plans. *
- Designing and administering benefit plans, including incentive compensation programs, equity compensation arrangements, executive retirement arrangements, qualified retirement plans, and welfare benefit planning. *
- Advising company boards and compensation/benefits committees on fiduciary compliance issues such as negotiating with advisers and broker-dealers, training on fiduciary matters, processing complex ERISA claims, and correcting fiduciary breaches and prohibited transactions. *
- Designing and negotiating employment agreements, severance agreements, compensation, and benefit provisions in mergers and acquisitions. *
- Assisting employers navigate the complex rules and requirements under the Affordable Care Act, HIPAA, ERISA, and Internal Revenue Code. *
- Advising employers on executive compensation issues involving Code Sections 409A, 457, 280G, 162(m), and 83. *
- Guiding healthcare organizations in addressing the unique benefits compliance issues applicable to healthcare employers. *
*Certain experiences occurred prior to joining Dorsey
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