Band 3
Provided by David A Whaley
David, a partner in the Employee Benefits & Executive Compensation practice, counsels private and public companies and nonprofit organizations on matters in relation to employee benefits. He has experience advising companies, trustees, fiduciaries and lending institutions on issues related to employee stock ownership plans (ESOPs). David has significant experience in advising sponsors and employers with respect to multiple employer retirement and welfare plan arrangements, including pooled employer plans under the SECURE Act. In addition, he assists in establishing benefits programs for new entities resulting from corporate reorganizations and represents plan sponsors in connection with federal agency audits of benefit plans.
Provided by Chambers
David Whaley's work for businesses and nonprofit entities includes the formation and implementation of ESOPs and deferred compensation arrangements.
Provided by Chambers
"David is extremely impressive, especially when it comes to ESOP."
"David is a force in the ESOP world with an ability to explain risks to ensure all decisions are made with eyes wide open. I know when I run something by David I am getting the right answer as opposed to just the easy answer."
"David is extremely impressive, especially when it comes to ESOP."
"David is a force in the ESOP world with an ability to explain risks to ensure all decisions are made with eyes wide open. I know when I run something by David I am getting the right answer as opposed to just the easy answer."
