Jim counsels employers on employee benefits issues in mergers and acquisitions and guides employers and fiduciaries in the formation and operation of Employee Stock Ownership Plans, including stock purchase transactions, as well as complex deferred compensation issues.  He provides practical and understandable guidance, advice and support to employers, plan sponsors and fiduciaries.

Education

J.D., Georgetown University Law Center, 1987

B.S. in Business Economics, Colorado State University, 1984

Member of the State Bars of California and Arizona. 

Expertise

From qualified 401(k), profit sharing and pension plans, welfare plans, nonqualified plans, executive compensation and other benefit programs, Jim has done almost everything in the employee benefits arena. With 35 years of experience, he counsels employers on design, compliance and operation of qualified retirement plans, nonqualified deferred compensation plans, welfare plans and stock-based compensation plans, including corrections where needed. Jim also counsels clients on fiduciary issues and has experience in fiduciary litigation.