He has a broad ERISA practice, focusing primarily on design, drafting and administration of all types of qualified and non-qualified deferred compensation plans and arrangements, including those for tax-exempt and governmental employers, as well as welfare benefit plans and other fringe benefits. Jeffrey designs and deals with deferred compensation and other executive compensation plans and programs, including equity-based programs such as stock options restricted stock. He also has an extensive tax background which complements his benefits practice, and he counsels clients on various plan-related and employment-related tax matters, such as application of the employment tax provisions of the Internal Revenue Code.
Prior to joining FordHarrison, Jeffrey practiced with another law firm in New York for twenty-four years. Before that, he was Deputy General Counsel of a New York City bank, and before that was with the Internal Revenue Service in Washington, D.C.
- Amending numerous clients' retirement plans for compliance with various recent law and regulatory changes.
- Negotiating favorable settlements with the Internal Revenue Service in matters involving potential disqualification of qualified retirement plans.
- Amending plans and policies for numerous not-for-profit organizations in order to comply with current changes in the applicable law and regulations, including various issues peculiar to tax-exempt employers.
- Filing applications under various governmental correction programs maintained by IRS and DOL for violations of Internal Revenue Code and/or ERISA requirements.
- Negotiating with a large multiemployer plans in order to minimize withdrawal liability assessments against clients who were engaging in sales of businesses and other transactions.
- Advising clients regarding treatment of employee benefit plans and programs in mergers and other corporate transactions, and assisting in taking necessary actions.
- Advising employers regarding tax and employee benefit aspects of international employee transfers and secondments.
- Assisting plan sponsors and administrators with DOL and IRS examinations.
- Assisting employers with challenges to employee/independent contractor classifications, and related employment tax examinations.
- Reviewing and renegotiating administrative servicing agreements for plan administrator clients.
- Provided opinion to charitable foundations regarding application of ERISA controlled group rules.
- "Labor Department Proposes Fiduciary Conflict of Interest Rules — Again," FordHarrison Legal Alert, April 17, 2015
- "Upcoming New Rules for a New Category of PEO," Lexology, February 23, 2015
- "Employer Errors In Dealing With Additional Medicare Tax," Mondaq, November 22, 2014
- "IRS Provides Protection against Upcoming Change in Rollover Rules," FordHarrison Legal Alert, November 11, 2014
- "Understanding and Drafting "Rabbi" Trusts" with sample "rabbi" trust agreement, Lexis Practice Advisor, October 31, 2014
- "Understanding and Drafting "Secular" Trusts" with sample "secular" trust agreement, Lexis Practice Advisor, October 31, 2014
- "Business Associate Agreements May Require Amendment," FordHarrison Legal Alert, September 3, 2014
- "When is a Retirement Account not a Retirement Account?" FordHarrison Legal Alert, June 16, 2014
- "Many Employers Will Owe Increased Unemployment Tax," FordHarrison Legal Alert, April 17, 2014
- "IRS Answers Some Outstanding Questions for Same Sex Spouses," FordHarrison Legal Alert, December 17, 2013
- "IRS Modifies ‘Use It or Lose It' Rule for Health Flexible Spending Arrangements," FordHarrison Legal Alert, November 1, 2013
- "IRS Answers Residence Question for Same Sex Spouses," FordHarrison Legal Alert, September 3, 2013
- "Health Care Benefits After the Supreme Court's ‘Windsor' Decision," Bloomberg-BNA Health Care Policy Report, August 19, 2013
- "Correcting 2012 Withholding Errors," FordHarrison Legal Alert, January 17, 2013
- "The Fiscal-Cliff Tax Relief Affected Benefits, Too," FordHarrison Legal Alert, January 4, 2013
- "IRS Provides Temporary Waiver of Certain Eligibility Requirements for the Voluntary Classification Settlement Program," FordHarrison Legal Alert, December 20, 2012