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Gary is a partner in the Employee Benefits & Executive Compensation practice group. He regularly counsels public and private employers in the design and administration of tax-qualified retirement plans and welfare plans. Gary's practice also includes advice on ERISA and employee benefit issues in acquisitions and divestiture transactions, including the design and implementation of post-acquisition benefits. His practice also involves designing, implementing and terminating non-qualified executive compensation arrangements.
Gary has extensive experience assisting plan sponsors with IRS and U.S. Department of Labor audits, government reporting requirements, determination letter filings, private letter ruling requests and voluntary correction programs. His experience also includes compliance with U.S. Department of Labor fiduciary and prohibited transaction rules including plan asset diversification, timely funding of plan contributions, plan fees and expenses, selecting and monitoring service providers, trust documentation and required fee disclosures to participants and beneficiaries.
In addition, Gary handles matters concerning welfare plan administration, COBRA, cafeteria plans and flexible benefit health plans. He also advises on HIPAA related matters such as health coverage portability, health information privacy, data security and administrative simplification.
Prior to joining the firm, Gary worked as an in-house attorney for a regional human resources consulting firm in northwest Ohio and as a pension investigator for the U.S. Department of Labor in Chicago, Illinois.
Gary is admitted to practice in Ohio, Illinois and New Jersey.
Vice Chair of National Conferences, ASPPA, 2011 - Present
Vice Chair for IRS Conferences, ASPPA, 2010 - 2011
Chair, 3rd Annual ASPPA Cincinnati Pension Conference, 2010
Co-Chair, 2nd Annual ASPPA Cincinnati Pension Conference, 2009
ASPPA Cincinnati Pension Conference: Planning Committee, 2008
National Association of Manufacturers; Sarbanes-Oxley Task Force, 2006-2008
Chair, Cincinnati Bar Association: Employee Benefits Committee, 2005-2006
President, ASPPA Benefits Council of Greater Cincinnati, 2005
18th Annual Cincinnati Bar Association Employee Benefits Conference: Chair - Planning Committee, 2005
17th Annual Cincinnati Bar Association Employee Benefits Conference: Chair - Planning Committee, 2004
Great Lakes Area Tax Exempt and Government Entities Council of the Internal Revenue Service, 2003-Present
Midwest Benefits Conference, 2002-2007
Arts Wave Grants Program, Members Allocations Committee, 2009-present
Arts Wave, U-GRO Grant Review Committee, 2008-present
Chamber Music Cincinnati, Executive Committee, Board of Trustees, 2005-2011
Fine Arts Fund, Business on Board, 2005
Juvenile Diabetes Research Foundation: Ohio State Leader, 2000-2003; Board of Directors, 1999-2005; Government Relations Liaison, 2003-2005
Cincinnati State College: Instructor, Certified Employee Benefits Specialist (CEBS) Course in Defined Benefit Plans, 2005
Cincinnati State College: Instructor, Certified Employee Benefits Specialist (CEBS) Course in Defined Contribution Plans, 2004