Represented a Philadelphia financial institution on executive compensation and employee benefits matters. Assisted in the design and drafting of a comprehensive retirement program that included merging the institution’s employee stock ownership plan and 401(k) plan and freezing the institution’s defined benefit plan, along with drafting a supplemental retirement plan for certain executive officers impacted by the restructuring of the institution’s retirement benefit program.  The firm counseled the Compensation Committee on the design of an equity incentive plan and assisted the committee and management in developing performance-based criteria for equity awards.

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Betz v. Weekley Homes
Successfully settled copyright litigation involving architectural works on behalf of David Weekley Homes. 

Frank Betz Assocs., Inc. more
Insurance coverage litigation for large pharmaceutical outsourcing company
Represented the largest outsourcing company for the pharmaceutical industry, in connection with a claim against its carrier arising out of a suit by more
NAD proceeding for a leading manufacturer of erosion control products
Represented a leading manufacturer of erosion control products in proceedings before the National Advertising Division (NAD) of the Council for more
Mutual fund family representation
Providing counsel to the registered investment adviser of a multi-billion dollar real estate investment company and its index mutual fund family. more