Areas of Expertise
Jason advises firm clients on all areas of employee benefits and executive compensation compliance. He advises clients on their tax-qualified plans including plan design and adoption, day-to-day plan operation, fiduciary compliance, IRS and DOL plan audits and submissions under the Employee Plans Compliance Resolution System (EPCRS), the Voluntary Fiduciary Correction Program, and the Delinquent Filer Voluntary Compliance Program. In addition, Jason advises employers on their welfare benefit plan compliance issues. This includes counseling employers on the Affordable Care Act, COBRA, HIPAA and wellness plan design.
Jason counsels employers on executive compensation issues, including nonqualified plan design, employment agreements, severance agreements and general compliance issues arising under Internal Revenue Code Section 409A. He assists employers on employee benefits issues that arise in mergers and acquisitions, performing due diligence and drafting proper purchase agreement provisions affecting employee benefits and executive compensation matters.
Professional and Community Involvement
What's Your Passion?
My priorities are my faith, my family and my practice – and after all of that, if I have time, I enjoy soccer, golf and running. As such, when I'm not preparing for a seminar or drafting an article on the latest employee benefits issue, you'll probably find me coaching soccer or caddying for one of my sons.
Publications and Presentations