Biography
Alan has more than 30 years of experience designing, implementing, and administering qualified pension, incentive, and welfare benefit plans for corporate clients in a variety of industries. This includes work with 401(k) plans, cash balance plans, and leveraged ESOPs; executive and incentive compensation plans, including stock options, bonus plans, and deferred compensation; and welfare benefits, fringe benefit programs, and insurance arrangements.

As counsel for a number of publicly traded companies, Alan regularly deals with all of the benefit aspects of business acquisitions, sales, mergers, spin-offs, takeovers, and leveraged buy-outs. During the last two years, Alan has provided advice on more than 20 such transactions. He also has extensive experience dealing with the fiduciary responsibility requirements under ERISA. This work encompasses investment transactions within the funding mediums of qualified plans, as well as the creation of pooled investment vehicles for commingled plan investments in oil and gas interests, real estate, and venture capital companies. Because his practice focus is on federal income tax issues, Alan frequently represents clients before the Internal Revenue Service. He also engages in an ERISA-related administrative practice before the Department of Labor, including the Pension Benefit Guaranty Corporation. As a result of his work on behalf of clients, Alan has been recognized by The Best Lawyers in America® as a leader in employee benefits law since 2006.