About

Provided by Calfee, Halter & Griswold LLP

Calfee's nationally recognized Employee Benefits and Executive Compensation practice group advises and represents publicly and privately held corporations, nonprofits, banks and trust departments, and government entities in all phases of designing and administering employee benefit and retirement programs.

In addition to extensive experience with tax-qualified retirement and employee health and welfare benefit plans, the group also has a significant focus on the design and implementation of sophisticated executive compensation programs, ESOPs, merger and acquisition matters, and ERISA litigation.

Representative experience includes (but is not limited to):

Executive Compensation

  • ​Employment and consulting contracts
  • Incentive compensation/bonus plans
  • Deferred compensation and stock appreciation rights

Qualified Retirement Plans

  • ​Pension, profit sharing, stock bonus plans and 403(b) plans
  • Cross tested plans
  • Cash balance plans

Welfare Benefits

  • ​Flexible benefit plans
  • PPOs, medical and similar plans
  • Self-insured arrangements

Regulatory Compliance

  • ​Regulatory interpretation
  • Fiduciary compliance
  • Reporting and disclosure

Acquisition and Divesture

  • ​Transaction structuring
  • Compliance and liability analysis
  • Multi-employer plans

ESOPs

  • Alternative equity transfer techniques
  • Analysis of stock redemption issues
  • Assistance in obtaining appraisals and financing

ERISA Litigation

  • ​​Disputed benefit claims
  • Breach of fiduciary duty claims
  • Discrimination claims under ERISA Section 510

Chambers Review

Provided by Chambers

Employee Benefits & Executive Compensation - Ohio

2
Band 2

What the Team is Known For

Calfee, Halter & Griswold is a respected group that works with a range of clients, including nonprofit organizations, public entities and private corporations. The firm's noted capabilities include ESOPs, ERISA litigation and M&A-related matters, as well as advice on compliance with fiduciary rules and other regulations.

Work Highlights

  • Calfee, Halter and Griswold advised RPM International on its employee benefits and executive compensation matters, including advising on 401(k) and pension plan integration issues from acquisition and divestiture activities.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Robert Miller
1
Robert Miller
Head of Employee Benefits & Executive Compensation
1
Band 1

Robert Miller advises clients on all aspects of employee benefit plans and executive compensation arrangements. His client roster includes both privately held and publicly traded companies.

Bob is the epitome of an expert in his field. He is beyond knowledgeable. He is extremely thorough and no stone goes unturned when opining on a situation.

Bob is an excellent communicator.

Bob Miller is the smartest benefits attorney that I've ever worked with.

Jason Rothman
2
Jason Rothman
Head of Employee Benefits & Executive Compensation
2
Band 2

Jason Rothman's practice focuses on advising non-profits, public and private companies on a wide range of employee benefit and executive compensation matters, as well as related compliance issues.

His knowledge and understanding of the ERISA landscape is impressive.

Jason is a well-rounded attorney with a lot of work in health and welfare and executive compensation work.

Ranked Lawyers at
Calfee, Halter & Griswold LLP

Provided by Chambers
Filter by
Band

Ohio

Employee Benefits & Executive Compensation

Robert Miller
1
Robert Miller
Head of Employee Benefits & Executive Compensation
1
Band 1
Jason Rothman
2
Jason Rothman
Head of Employee Benefits & Executive Compensation
2
Band 2

Members

Provided by Calfee, Halter & Griswold LLP

Christopher Williams

Claudia Brobst

David Bules

Erin Shick

Jason Rothman

Jason Rothman

Head of Department

John Mongelluzzo

Nicolette Cregan

Patrick Hayes

Robert Miller

Robert Miller

Head of Department

Sheila Ninneman

Steven Day

Clients

Provided by Calfee, Halter & Griswold LLP

Align Capital Partners

American Consolidated Industries

Americhem, Inc.

Automated Packaging Systems, Inc.

CapitalWorks, LLC

Chart Industries, Inc.

Clark-Reliance Corp.

Clearstead Advisors LLC

Covia Holdings Corporation

Ferro Corporation

Hickok Incorporated

Hyland Software, Inc.

Medical Mutual of Ohio

Nestle USA, Inc.

RPM International Inc.

The Catholic Diocese of Cleveland

The J. M. Smucker Company

Industries

Provided by Calfee, Halter & Griswold LLP

Aviation

Banking, Financial Services and Insurance

Education

Employee Stock Ownership Plans (ESOP)

Energy and Utilities

Entertainment, Media and the Arts

Entrepreneurs and Emerging Companies

Food and Beverage

Government

Health Care

Manufacturing and Industrial

Medical Devices, Pharmaceuticals & Life Sciences

Nonprofit Organizations

Partnerships, LLCs and Joint Ventures

Private and Family-Owned Businesses

Public Companies

Retail and Consumer Products

Software and Information Technology