Employee Benefits & Executive Compensation
USA Guide 2024 : Ohio
Band 2
About
Provided by Calfee, Halter & Griswold LLP
Calfee's nationally recognized Employee Benefits and Executive Compensation practice group advises and represents publicly and privately held corporations, nonprofits, banks and trust departments, and government entities in all phases of designing and administering employee benefit and retirement programs.
In addition to extensive experience with tax-qualified retirement and employee health and welfare benefit plans, the group also has a significant focus on the design and implementation of sophisticated executive compensation programs, ESOPs, merger and acquisition matters, and ERISA litigation.
Representative experience includes (but is not limited to):
Executive Compensation
- Employment and consulting contracts
- Incentive compensation/bonus plans
- Deferred compensation and stock appreciation rights
Qualified Retirement Plans
- Pension, profit sharing, stock bonus plans and 403(b) plans
- Cross tested plans
- Cash balance plans
Welfare Benefits
- Flexible benefit plans
- PPOs, medical and similar plans
- Self-insured arrangements
Regulatory Compliance
- Regulatory interpretation
- Fiduciary compliance
- Reporting and disclosure
Acquisition and Divesture
- Transaction structuring
- Compliance and liability analysis
- Multi-employer plans
ESOPs
- Alternative equity transfer techniques
- Analysis of stock redemption issues
- Assistance in obtaining appraisals and financing
ERISA Litigation
- Disputed benefit claims
- Breach of fiduciary duty claims
- Discrimination claims under ERISA Section 510
Chambers Review
Calfee, Halter & Griswold LLP is a respected group that works with a range of clients, including nonprofit organizations, public entities and private corporations. Noted capabilities in ESOPs, ERISA litigation and M&A-related issues. Well equipped to advise clients on compliance with fiduciary rules and other regulations.
Work Highlights
- Calfee, Halter & Griswold LLP advised MetroHealth System on an internal review of employment and deferred compensation agreements.
Strengths
Provided by Chambers
"The Calfee team has a high level of expertise which allows them to readily address issues and provide valuable input to us."
"The team has deep knowledge, experience and subject matter expertise. The level of service they provide is outstanding."
"They offer a very holistic and thorough approach to complex matters."
"The Calfee team has a high level of expertise which allows them to readily address issues and provide valuable input to us."
"The team has deep knowledge, experience and subject matter expertise. The level of service they provide is outstanding."
"They offer a very holistic and thorough approach to complex matters."
Notable Practitioners
Robert Miller advises clients on all aspects of employee benefit plans and executive compensation arrangements. His client roster includes both privately held and publicly traded companies.
"Bob has an amazing wealth of knowledge, having come across everything. He is always prepared to provide in-depth and comprehensive legal advice."
"He is an integral partner to our business who is very well versed in our plans."
"He is very knowledgeable and helpful, providing very good counsel to us and helping us work through challenging matters."
Steven Day's work encompasses a range of areas, including fiduciary and compliance concerns and benefits implications of M&A.
"He is a strong partner in non-qualified plans as well as transactional matters."
"He is a great resource for us!"
Ranked Lawyers at
Calfee, Halter & Griswold LLP
Ohio
Members
Provided by Calfee, Halter & Griswold LLP
Albert Lucas
Christopher Williams
Claudia Brobst
David Bules
Jason Rothman
John Mongelluzzo
Matthew Chiricosta
Nicolette Cregan
Patrick Hayes
Head of Department
Sheila Ninneman
Clients
Provided by Calfee, Halter & Griswold LLP
Align Capital Partners
American Consolidated Industries
Americhem, Inc.
Automated Packaging Systems, Inc.
CapitalWorks, LLC
Chart Industries, Inc.
Clark-Reliance Corp.
Clearstead Advisors LLC
Covia Holdings Corporation
Ferro Corporation
Hickok Incorporated
Hyland Software, Inc.
Medical Mutual of Ohio
Nestle USA, Inc.
RPM International Inc.
The Catholic Diocese of Cleveland
The J. M. Smucker Company
Industries
Provided by Calfee, Halter & Griswold LLP
Aviation
Banking, Financial Services and Insurance
Education
Employee Stock Ownership Plans (ESOP)
Energy and Utilities
Entertainment, Media and the Arts
Entrepreneurs and Emerging Companies
Food and Beverage
Government
Health Care
Manufacturing and Industrial
Medical Devices, Pharmaceuticals & Life Sciences
Nonprofit Organizations
Partnerships, LLCs and Joint Ventures
Private and Family-Owned Businesses
Public Companies
Retail and Consumer Products
Software and Information Technology