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Biography

Jeff concentrates his practice in the area of employee benefits law. Jeff has over 20 years of experience navigating the complexities of ERISA and the Internal Revenue Code, including drafting plan documents, amendments, summaries and notices, reviewing agreements and contracts with third party administrators and vendors, and performing employee benefit due diligence for mergers and acquisitions.

Jeff has represented clients under audit by the Internal Revenue Service and the Department of Labor and has completed numerous retirement plan corrections. He has obtained funding waivers for defined benefit pension plans and helped clients respond to reportable event inquiries from the Pension Benefit Guaranty Corporation. He has advised clients on issues related to multi-employer union pension plans, including plan audits and withdrawal liability.

Jeff has a special focus on employee benefits for tax exempt and nonprofit employers such as hospitals, schools, churches and church-related organizations, and other charitable organizations. He has in-depth, practical experience dealing with the rules and requirements that apply to Code § 403(b) and 457 plans sponsored by tax-exempt employers.

Other Info About Jeff

Education

Law School

University of Michigan Law School, J.D., 1996

Graduate School

Princeton Theological Seminary, Ph.D., 1990, cum laude

Union Theological Seminary, M.Div., 1985

Undergraduate School

Davidson College, A.B., 1982

Bar Memberships

Jeff is licensed to practice in the following state(s):

Kentucky

Recognition

Local & National Recognition

The Best Lawyers in America®, 2021-2022

Professional Affiliations

Professional Affiliations & Memberships

American Bar Association

Kentucky Bar Association

Louisville Bar Association

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