Tom enjoys the complexity of representing employers, benefit plan consultants, and insurance and banking institutions regarding employee benefit plans. Tom works with clients to help them avoid pitfalls and arrive at what they find to be reasonable solutions. With over 30 years’ experience, Tom has a deep understanding of benefit plans and related tax rules. His practice covers both tax-qualified and nonqualified retirement plans, including pension, profit sharing and other deferred compensation plans, as well as health and welfare benefits.
Tom’s services include plan drafting, problem solving, and representing clients in disputes with regulators, such as the Internal Revenue Service, U.S. Department of Labor, Oregon Insurance Division, or Oregon Bureau of Labor and Industries. Issues that Tom deals with include preserving the tax-qualified status of retirement plans, which may require correction of qualification defects, designing and documenting deferred compensation provisions of employment agreements and helping employers navigate their way through the requirements of health care reform.
When Tom’s not in the office, he’s probably running, reading non-fiction, or attending plays with his wife Catherine. Look for Tom at the Hood-to-Coast Relay or the Oregon Shakespeare Festival.
Practice Areas — Employee Benefits
Flexible Benefit Plans
Health and Welfare Benefits
Tax-Qualified Retirement Plans