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Health and welfare employee benefits for a national beverage manufacturer
Represented a national beverage manufacturer in conducting an ERISA, COBRA and HIPAA privacy and security compliance audit of its health and welfare more Featured
Electronic health records for a national beverage manufacturer
Assisted a national beverage manufacturer in designing electronic health records for its employee group health plan. more Featured
Merger of a major Georgia vision care retailer
Conducted due diligence review of labor and employment issues, with an emphasis on wage and hour issues under federal and state law, for a major more Featured
Employee benefits for Acuity Brands Inc. subsidiary spin off
Advised Acuity Brands Inc., one of the world's leading providers of lighting fixtures, with respect to executive compensation and employee benefit more Featured
Advised major North Carolina healthcare insurer on its comprehensive wellness program
Assisted in the design, documentation and implementation of a comprehensive wellness program and development of related administrative service more Featured
IRS challenging a listed transaction for a global manufacturer
Represented a global manufacturer in a case involving a highly controversial “listed transaction” being challenged by the IRS.  The listed more Featured
ERISA asset management for a large financial institution
Assisted a large financial institution with all aspects of a transaction to enhance the anticipated long-term return of its pension plan by a private  more Featured
ERISA asset management for a national beverage manufacturer
Represented a national beverage manufacturer and worked seamlessly with in-house counsel to support their development of new model investment more Featured
Advising a Fortune 100 subsidiary in pension fund's multibillion dollar investments
Represents the wholly-owned subsidiary of a major Fortune 100 company that acts as the in-house asset manager in connection with the pension  more Featured
Executive benefits structure for a Fortune 500 fast food operator
Prepared provisions for qualified and non-qualified plans to implement a benefits structure for executives transferring between international and more Featured
Employee benefits advice for one of the nation's largest providers of telephone and broadband services
Advised one of the nation's largest providers of telephone and broadband services with respect to compensation and employee benefit plan issues in a more Featured
Health and welfare counseling for a natural gas distributor
Counsel a natural gas distributor on compliance issues relating to health and welfare plans, employee communications and reporting requirements. more Featured
Executive compensation and employee benefit matters for major North American bottled water company
Redesigned the executive deferral plans, split dollar life insurance plans and executive health plans for a major North American bottled water more Featured
Executive compensation and employee benefits matters for a Philadelphia holding company
Represented a Philadelphia financial institution on executive compensation and employee benefits matters. Assisted in the design and drafting of a more Featured
Kennedy v. Plan Administrator for DuPont Savings and Investment Plan
Represented E. I. du Pont de Nemours and Company before the U.S. Supreme Court, resulting in a victory. The court held that a plan administrator of a  more
Obtaining various regulatory exemptions for a benefits payment services company
Represented a benefits payment services company in obtaining exemptions from the HIPAA electronic transaction rule. more
Strategic acquisition for Equifax, Inc.
Represented Equifax, Inc., one of the United States' largest credit reporting agencies, in its $1.4 billion acquisition of publicly held TALX more
Regulatory health plan compliance for several publicly traded corporations
Represented several publicly traded corporations in designing and implementing Affordable Care Act and HIPAA privacy and security operational and more
Business combination of Certegy Inc. and Fidelity National Information Services Inc.
Represented Certegy Inc., a major publicly held credit card and check verification company, in its $4.5 billion merger with Fidelity National more
Insurance contract litigation for major corporations in North Carolina
Successfully defended plan holders and fiduciaries of the largest private guaranteed investment contract in North Carolina against an association’s more
Acquisition of General Electric's Hydro Equipment Business
Represented Andritz AG in the acquisition of the hydro power equipment business of General Electric, including GE’s majority interest in GE Hydro more
Health and welfare plans and 401(k) plan compliance advice for a distributor of industrial control products and programmable logic controllers
Advise a direct seller of automation and industrial control products in connection with federal laws impacting health and welfare plans and with more
Employee benefits for a national beverage manufacturer regarding acquisition of two publicly trading companies
Counseled a national beverage manufacturer in the employee benefits matters regarding its acquisition of two publicly traded corporation in an more
Executive benefit programs for major bottled water company
Represented a major bottled water company in the restructuring of its executive benefit programs, including executive medical and split dollar life more
Kennedy v. Plan Administrator for DuPont Savings and Investment Plan
Represented E. I. du Pont de Nemours and Company before the U.S. Supreme Court, resulting in a victory. The court held that a plan administrator of a  more
Advice on laws impacting health and welfare plans for a leading cancer health organization
Counsel a leading cancer health organization on federal laws impacting group health and welfare plans. more
Retirement plan for New York City Police Department Superior Officers Council
Represents New York City Police Department Superior Officers Council with respect to its retirement plan established for officers of the New York more
Compliance and design issue counsel for a life sciences and materials sciences company
Counsel a life sciences and materials sciences company in compliance and design issues relating to medical and other welfare benefits for active more
ERISA plans for several publicly traded food and beverage manufacturers
Represented several publicly traded food and beverage manufacturers in designing and implementing an integrated plan document and summary plan more
Executive compensation and employee benefits matters for a Massachusetts bank holding company
Represents a Massachusetts bank holding company on executive compensation and employee benefits matters, including matters related to employee stock more
Acquisition by a national yarn manufacturer
Represented a large, privately owned yarn manufacturer in its acquisition of one of the largest suppliers in the United States and Canada of more
IRS employee plans compliance audit for a Fortune 500 fast food operator
Represented a Fortune 500 fast food operator regarding the successful IRS employee plans compliance audit of its 401(k) and pension plans. more
Special committee representation for an Atlanta based building performance consulting company
Represented special committee of the Board of an Atlanta-based building performance consulting company in its negotiation of the settlement of a long  more
Employee benefits work for DSM Services USA
Drafted qualified retirement plan documents for DSM Services USA, including summary plan descriptions, summary of material modification, and plan more
Counsel to nonprofit employer organization *
Served as counsel to a nonprofit employer group organization that worked to protect cafeteria plans in Congress and with the IRS. more
IRS challenge of ESOP
Represented employee stock ownership plan (ESOP) in examination by IRS over qualification of ESOP under section 401 and applicable regulations. more
U.S. Tax Court action on contribution to employee benefits plan
Represented taxpayer against IRS challenge of whether contributions to employee benefits plan were allowable. more
Affordable Care Act Advice for Insurer
Advised insurer on an ongoing basis regarding all aspects of the Affordable Care Act and its impact on its commercial products and its administration  more
Employee benefits advice for an Indiana financial institution
Advised an Indiana financial institution on executive compensation and employee benefits matters. more
Executive compensation under TARP for an Illinois financial institution
Represented an Illinois financial institution in connection with its executive compensation and employee benefits matters, including advice regarding  more
Employee benefits advice for a bank holding company
Represent a Pennsylvania bank holding company on executive compensation and employee benefits matters. more
Executive compensation and employee benefits matters for a Boston bank
Represented a Boston bank on executive compensation and employee benefits matters, including change in control and golden parachute issues in more
Executive compensation and employee benefits for a New Jersey financial institution
Represented a New Jersey financial institution on executive compensation and employee benefits matters. more
DOL audit for one of the world’s leading providers of lighting fixtures
Represented one of the world’s leading providers of lighting fixtures in a Department of Labor audit of the company’s health plans and navigated more
Advised world’s leading source of commercial information regarding move to a private exchange
Advised world’s leading source of commercial information regarding re-design of post-65 retiree medical plan resulting in a move to a private retiree  more
Employee benefits matters for a leading manufacturer of windows and doors
Represented a developer and manufacturer of windows and doors.  Prepared IRS filings for the client's qualified retirement plans, including the more
Executive compensation and employee benefits for one of the largest cable equipment providers
Represented all of the executive teams of one of the largest cable equipment providers in connection with the acquisition of the company by an more
$86.2M all-stock acquisition for United Financial Bancorp Inc.
Represented United Financial Bancorp, Inc., a large holding company located in Massachusetts, in its $86.2 million all-stock acquisition of New more
ERISA litigation for a regional telecommunications company regarding company stock in employee benefits plans *
Served as in-house counsel for a regional telecommunications company regarding an ERISA case involving claims about prudence of the company’s stock more
Strategic sale of plan's company stock
Represented a New York Stock Exchange listed company to design and implement a multifaceted strategy to convince the heavily union more
Aaron's, Inc. Acquisition of Progressive Finance Holdings, Inc.
Represented Aaron’s Inc. (NYSE: AAN) in its $700 million acquisition of Progressive Finance Holdings, Inc. Aaron’s is a specialty retailer in the more
Counsel to a New Jersey financial institution on executive compensation and employee benefits matters
Represented a New Jersey financial institution on executive compensation and employee benefits matters, including structure of compensation and more
Qualified plans for Acuity Brands Inc.
Advised Acuity Brands Inc. with regard to the design, implementation and administration of its health and welfare and qualified retirement plans. more
Executive compensation and employee benefits for an Ohio financial institution
Represented an Ohio financial institution on executive compensation and employee benefits matters. more
Corporate and securities matters for a Maryland bank holding company
Represented a Maryland financial institution on a wide variety of corporate and securities matters beginning with the company's IPO in 1999, the more
Executive compensation and employee benefits matters for a Pennsylvania financial institution
Represented a Pennsylvania financial institution on executive compensation and employee benefits matters. more
Employee benefits services for a Connecticut-based financial institution
Represented a Connecticut-based financial institution on executive compensation and employee benefits matters. more
Employee benefits matters for Equifax Inc.
Represented Equifax Inc., one of the United States' largest credit reporting agencies, in connection with the employee benefit aspects of a more
Corporate counsel to Savings Institute Bank and Trust Company
Represented Savings Institute Bank and Trust Company in its reorganization from the mutual holding company to the stock holding company form and the more
Executive compensation and employee benefits for bank holding company
Represented a bank holding company on executive compensation and employee benefits matters. more
Executive compensation and employee benefits work for a New Jersey-based savings bank
Represented a New Jersey-based savings bank on executive compensation and employee benefits matters. more
Employee benefit representation for a global leader in information solutions
Represented a global leader in information solutions with regard to the design, implementation and administration of its qualified benefit plans. more
Represented a national beverage manufacturer in a USERRA audit
Successfully represented a national beverage manufacturer in a DOL USERRA audit of its defined benefit pension plan. more
Executive compensation and employee benefits for a mid-west financial institution
Represented a Missouri financial institution on executive compensation and employee benefits matters.  Assisted client in the design and more
Negotiation of employment agreements for an executive team
Represented an executive team of a specialty pharmacy company, in negotiation of employment agreements in the sale of the company to one of the more
Retirement income plans for a large company
Represented a large company in connection with preparing IRS fillings for the company’s qualified retirement plan. The firm’s representation also more
Executive compensation and employee benefits for a bank
Represented a Maryland bank on executive compensation and employee benefits matters. more
Qualified Plan for construction company
Represented a construction company with regard to the design, implementation and administration of its qualified plan. more
Tax efficient investing plan for a Fortune 100 subsidiary
Represented a major Fortune 100 subsidiary to utilize its net operating losses in connection with certain investments to offset taxable more
General corporate counseling for Pulaski Financial Corp. *
Representing Pulaski Bank, a St. Louis-based financial institution, since 1994, our relationship includes two corporate reorganizations, three public  more Case Study
Mutual holding company reorganization for Fox Chase Bank
Represented Fox Chase Bank in its reorganization from the mutual holding company to the stock holding company form and the related $87.1 stock more
ERISA representation of major airline
Represented major airline in ERISA case resulting in employer-favorable decision in Northern District of Georgia. more
Mutual to stock conversion for Eureka Bank
Represented Eureka Bank in its reorganization from the mutual holding company to the stock holding company form and the related $7.6 stock offering more
Class action litigation against benefits administrator
Represented a major third-party Benefits Administrator in a purported class action suit by a class of plaintiffs alleging improper recording of phone  more
Employee benefit matters for a Maryland financial institution
Represented a Maryland financial institution on executive compensation and employee benefits matters, including advice regarding rules for more
Executive compensation and employee benefits for a California financial institution
Represented a California financial institution on executive compensation and employee benefits matters, including change in control and golden more
Executive compensation and employee benefits matters for a bank holding company *
Represented a bank holding company in executive compensation and employee benefits matters, including the implementation of arrangements in more
Retirement plan and ERISA advice for numerous employers
Representing numerous employers regarding the design, implementation and administration of all types of qualified retirement plans, including more
HIPAA privacy and security issues
Counsel to several employers relating to HIPAA privacy and security issues. more
Acquisition of Heritage Co-operative Bank
Represented Heritage Co-operative Bank in its acquisition by Salem Five Cents Savings Bank in a merger of two mutual institutions. more
Qualified retirement plan work for major North Carolina healthcare insurer
Prepared plan amendments, employee communications, IRS filings and other related documents for the qualified retirement plans of a major North more
Corporate spin-off
Represented client in connection with a corporate spin-off, the firm obtained a first-of-its-kind prohibited transaction exemption to permit our more
Employee benefits matters for an Illinois financial institution
Represented an Illinois financial institution on executive compensation and employee benefits matters, including implementation of arrangements in more
Executive compensation and employee benefits matters for a Maryland financial institution
Represented a Maryland financial institution on executive compensation and employee benefits matters, including advice regarding rules for more
Compensation plan for a market leader in semiconductor manufacturing
Assisted a market leader in semiconductor manufacturing by reviewing and revising as needed the plan document, trust agreement and services agreement  more
Executive compensation and employee benefits matters for a banking and financial services company
Represented a New York-based financial institution on executive compensation and employee benefits matters. more
Employee benefits for a Massachusetts financial institution
Represented a Massachusetts financial institution on executive compensation and employee benefits matters with regard to change in control and golden  more
Merger of office supply companies
Addressed the employee benefit aspects of the merger of two office supply companies, a transformational event in the office supply business. Since more
Executive compensation and employee benefits matters for an Illinois financial institution
Represented an Illinois financial institution on executive compensation and employee benefits matters. more
Retirement plans for one of the largest U.S. forest products manufacturers *
Representing one of the largest U.S. forest products manufacturers in the tax-qualification, design, and operation of their retirement plans. more
Employee benefits and executive compensation for a federal savings bank
Represented federal savings bank on executive compensation and employee benefits matters with regard to regulatory issues related to institutions more
Compensation advice for a Connecticut financial institution
Advised a Connecticut financial institution in connection with executive and equity compensation matters. more
Representation of a life sciences and material services company before the IRS on operational plan issue
Assisted a life sciences and material services company in identifying and correcting an operational plan error, and successful representation before

 more
Executive compensation and employee benefit for an Atlanta based environmental consulting company
Advised an Atlanta based environmental consulting company regarding executive compensation and employee benefit plan matters. more
Executive compensation and employee benefits matters for a Pennsylvania bank
Represented a Pennsylvania financial institution on executive compensation and employee benefits matters. more
Executive compensation and employee benefits matters for a South Carolina financial institution
Represented a South Carolina financial institution on executive compensation and employee benefits matters. more
Obtained regulatory exemptions for Employee Assistance Programs and wellness benefits
Represented several Fortune 500 companies in obtaining exemptions for EAPs and wellness benefits from the research fee and Form W-2 more
ERISA asset management for an agricultural company
Advised in-house counsel and its investment team of an agricultural company regarding the alternative investments and separate investment management more
Employee benefits matters for an Illinois financial institution
Represented an Illinois financial institution on executive compensation and employee benefits matters, including implementation of arrangements in more
Adapted retirement plan to IRS standards
Represented company in adapting an existing cash balance plan to meet the safe-harbor for cash balance plans issued by the IRS. more
Executive compensation and employee benefits for a leading furniture rental and rent-to-own company
Represented a leading furniture rental and rent-to-own company with respect to executive compensation and employee benefit matters. more
Investment of assets for a large state pension plan
Represented a state pension plan in investments in more than 35 different private investment funds including private equity funds, venture capital more
Employee benefit counseling for a membership organization specializing in compensation issues
Advised a membership organization specializing in compensation issues on cafeteria plan and welfare benefits matters, including representing the more
Compensation advice for leading branded foods company
Advised a leading branded foods company in connection with executive and equity compensation matters.
 more
Implementation and compliance issues for health plans
Counsel to large employers with respect to all aspects of implementation and compliance issues for health plans, including HSAs and HRAs. more
Employee benefit representation for Fortune 50 company
Represented a Fortune 50 company since 1981, company is one of the nation's earliest adopters of flexible benefits and that has been a more
Employee benefits counsel to several large plan sponsors
Counsel to several large plan sponsors on correction of compliance issues and the preparation of related submissions to the Department of Labor and more
Corporate and securities matters for a Maryland financial institution
Represents a Maryland-based financial institution in a wide variety of corporate and securities matters, including its IPO and advice on public more
Restructuring employee health programs for a national corporation
Represented a national corporation in restructuring its employee and retiree health programs, including funding mechanisms through a VEBA and a more
Compliance issues pertaining to workforce reduction for a Fortune 500 energy company *
Advised a Fortune 500 energy company on legal compliance issues pertaining to workforce reduction following significant merger. more
Retirement plan counsel for market leader in semiconductor manufacturing
Assisted a semiconductor manufacturer by preparing IRS filings for the client’s qualified retirement plans; advising the client regarding various more
Benefits litigation for a national baking company
The firm served as lead counsel for a national baking company in benefits litigation, resulting in defeat of a request for injunction to award more
Employee benefit defense for Fortune 200 company
Represented a Fortune 200 company in defense of claims that it imprudently permitted participants in its 401(k) plan to invest in employer more
Breach of contract for Office Depot Inc.
Represented Office Depot Inc. in breach of contract claim regarding the award of stock options and grants. more
Executive compensation and employee benefits matters for a New Jersey financial institution
Represented a New Jersey financial institution on executive compensation and employee benefits matters, including implementation of arrangements in more
Representation of a leading source of commercial information
Comprehensive benefits and compensation representation to one of the world’s leading sources of commercial information and insight on businesses. more
Pension plan advice for an agricultural company
Assisted an agricultural company in the preparation of its pension plan amendments and advice on compliance and administration of the qualified and more
Executive compensation and employee benefit counseling for Nebraska financial institution
Represented a Nebraska-based savings bank regarding executive compensation and employee benefits matters.

 more
Employee benefit programs for an asset management company
Represented an asset management company with restructuring of all employee benefit programs. more
Employee benefits advice for an Indiana financial institution
Represented an Indiana financial institution on executive compensation and employee benefits matters. more
Option exchange offer for a company focused on commercial cooking equipment
Represented a a company focused on commercial cooking equipment regarding its option exchange offer. more
Executive compensation and employee benefits matters for New York bank holding company
Represented a New York bank holding company on executive compensation and employee benefits matters. more
Drafting of United States Code section 125
Participated in the initial drafting and enactment of United States Code section 125 which enacted provisions on dependent care assistance, as well more
Executive compensation and employee benefit matters for Pennsylvania financial institution
Represented a Pennsylvania financial institution on executive compensation and employee benefits matters. more
Executive compensation and employee benefits for a North Carolina bank
Represent a North Carolina bank on executive compensation and employee benefits matters. more
Executive compensation and employee benefit matters for New York financial institution
Represented a New York financial institution on executive compensation and employee benefits matters, including implementation of arrangements in more
Employee benefit matters for a Tennessee financial institution
Represented a Tennessee financial institution on executive compensation and employee benefits matters. more
Equity compensation plan for a Maryland-based bank
Represented a Maryland-based bank in designing and drafting an Equity Compensation Plan. more
Executive compensation and employee benefits advice for a Maryland bank
Represented a Maryland bank on executive compensation and employee benefits matters, including advice regarding rules for institutions receiving more
Executive compensation and employee benefits matters for a large Massachusetts holding company
Represented a large Massachusetts financial institution on executive compensation and employee benefits matters, including implementation of more
Executive and employee benefit matters for a Connecticut financial institution
Represented a Connecticut financial institution on executive compensation and employee benefits matters. more
Executive compensation and employee benefits matters for a Connecticut-based financial institution
Represented a Connecticut-based financial institution on executive compensation and employee benefits matters. more
Employee benefits counseling for financial institution *
Represented a financial institution on executive compensation and employee benefits matters in connection with its acquisition. more
Employee benefits matters for a bank
Represent a bank in general compensation and benefits matters.  Involved with implementation of employment contracts, severance arrangements, more
Corporate and securities matters for an Ohio-based financial institution
Represented an Ohio-based financial institution on a wide variety of corporate and securities matters, beginning with the company's 1992 IPO and more
Executive compensation and employee benefits matters for a Missouri-based financial institution
Advised a Missouri financial institution on executive compensation and employee benefits matters. more
Employee benefits for a major manufacturer
Advised a major manufacturer concerning executive and equity compensation arrangements. more
Employee benefits advice for one of the nation's largest providers of telephone and broadband services
Assisted one of the nation's largest providers of telephone and broadband services in identifying and successfully correcting operational plan errors  more
Resolution of ESOP issues
Represented a large West Coast manufacturing company in resolving significant issues related to the operation of its ESOP, including strategy to more
Executive compensation and employee benefits matters for a Boston bank
Represented a Boston bank on executive compensation and employee benefits matters, including the implementation of arrangements in connection with more
Executive compensation and employee benefits matters for a New York financial institution
Represented a New York-based financial institution in executive compensation and employee benefits matters, including implementation of arrangements more
Executive compensation and employee benefits matters for financial institution
Represented a Pennsylvania financial institution on executive compensation and employee benefits matters. more

*Experience gained by attorney prior to joining Kilpatrick Townsend

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Employee Benefits

Experience Highlights

Employee benefits advice for one of the nation's largest providers of telephone and broadband services
Advised one of the nation's largest providers of telephone and broadband services with respect to compensation and employee benefit plan issues in a more
Merger of a major Georgia vision care retailer
Conducted due diligence review of labor and employment issues, with an emphasis on wage and hour issues under federal and state law, for a major more
Advised major North Carolina healthcare insurer on its comprehensive wellness program
Assisted in the design, documentation and implementation of a comprehensive wellness program and development of related administrative service more
Executive compensation and employee benefits matters for a Philadelphia holding company
Represented a Philadelphia financial institution on executive compensation and employee benefits matters. Assisted in the design and drafting of a more

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