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 LLP 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 & Griswold LLP advised RPM International on their retirement, pension and 401(k) plans, and how their merger and acquisition activity affects those plans.

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's thoroughness and expertise are world class and he is able to diagnose any issue in a comprehensive and solution-oriented manner.

Bob is one of the most knowledgeable attorneys in his field.

Bob Miller is fantastic.

Jason Rothman
3
Jason Rothman
3
Band 3

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.

Jason Rothman delivers outstanding service and availability.

Jason has a very well rounded and candid approach to assisting with a wide range of complex issues.

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
3
Jason Rothman
3
Band 3

Members

Provided by Calfee, Halter & Griswold LLP

Christopher Williams

Claudia Brobst

David Bules

Jason Rothman

John Mongelluzzo

Nicolette Cregan

Patrick Hayes

Robert Miller

Robert Miller

Head of Department

Sheila Ninneman

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