Overview

Ed is a member of the firm’s Employee Benefits & Executive Compensation practice group. He previously served as Assistant General Counsel of Nationwide Insurance Company where he advised the company on various employee benefit matters including ERISA fiduciary and qualified retirement plan issues.

Ed counsels clients on all aspects of employee benefits, including compliance with the Employee Retirement Income Security Act of 1974 (ERISA) and other legal requirements applicable to retirement plans and health and welfare benefits plans.

Experience

Retirement Plans

  • Creation, maintenance and termination of tax-qualified retirement plans (e.g., traditional defined benefit plans, cash balance pension plans, profit sharing plans and 401(k) plans)
  • Nondiscrimination requirements (coverage, general nondiscrimination, ADP, ACP and top-heavy requirements)
  • Disclosure and reporting requirements (e.g., Form 5500, summary plan descriptions, summary annual reports, participant fee disclosures and 408(b)(2) disclosures)
  • Determination letter submissions
  • Correction of plan errors through IRS and DOL correction programs
  • ERISA fiduciary responsibilities and compliance, including design and implementation of committee structures and processes
  • ERISA bonding requirements
  • Prohibited transactions and exemptions
  • DOL/IRS/PBGC audits and other compliance checks
  • ERISA compliance for investment advisers/investment managers

Health & Welfare Benefit Plans

  • The Patient Protection and Affordable Care Act (also known as the Affordable Care Act,ObamaCare & Health Care Reform) including:
    • Grandfathered plan status and compliance
    • Plan design requirements (e.g., prohibition on annual and lifetime limits, elimination of preexisting condition exclusions, preventive care requirements, provision of essential health benefits)
    • Employer pay-or-play (shared responsibility) obligations
    • Individual mandate obligations
    • Disclosure and reporting requirements (SBCs, Marketplace Notices, employee communications)
    • Patient Centered Outcome Research Institute (PCORI) and transitional reinsurance fees
  • HIPAA privacy and security compliance
    • Business associate agreements
    • Notices of privacy practices, privacy policies and procedures, security policies and procedures, conforming plan amendments and other supporting documentation
  • Wellness program design and compliance
  • COBRA and state mini-COBRA compliance
  • Cafeteria plan design and compliance

Miscellaneous

  • Employee benefits issues in mergers and acquisitions
  • Mergers of qualified plans
  • Controlled group and affiliated service group analysis
  • Service agreements and related matters
PublicationsPresentations
  • Monthly speaker/participant, Columbus and Dayton Health Care Reform Roundtables sponsored by Thompson Hine and Chelko Consulting
  • “Employee Benefits Update,” Ohio Human Resources Association, Fall 2013
  • “Health Care Reform Update,” October 2013
  • “Wellness Programs: Complying with the HIPAA Final Regulations on Nondiscriminatory Wellness Programs,” Anthem Pathways to Health Seminar; September 2013
  • “Employee Benefits Update,” Ohio Human Resources Association, Spring 2013
  • “GBQuarterly: Health Check 2014,” presentation on pay-or-play, March 2013
  • “Retirement Plans Update,” Thompson Hine Employee Benefits Breakfast Briefing (Columbus and Dayton), March 2013
  • “Health Care Reform 101: The Patient Protection and Affordable Care Act,” The Conway Center for Family Business, February 2013
Distinctions
  • AV® Preeminent Rated by Martindale-Hubbell
  • Outstanding Lawyer, Greater Dayton Volunteer Lawyers Project, 2003
Professional and Civic

Professional Associations

  • ASPPA Benefits Council of Central Ohio, president and board member
  • Columbus Bar Association, Employee Benefits Committee member
  • Dayton Bar Association Employee Benefits Committee, past chair

Community Activities

  • Leadership Columbus Class of 2014
  • Pelotonia 2013 & 2014, participant
  • Greater Dayton Volunteer Lawyers Project, past volunteer
NewsEvents