Locke Lord LLP

Stefan P. Smith

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Practice Areas

Stefan Smith has extensive experience in employee benefits and executive compensation law. He works with both public and private entities to establish and ensure the continued compliance of tax-qualified defined contribution and defined benefit retirement plans, including 401(k)/profit sharing plans, traditional defined benefit plans, money purchase plans, employee stock ownership plans, and cash balance plans. In addition, Stefan assists with employee benefit matters arising during mergers and acquisitions and works with all forms of health and welfare plans and executive and equity-based compensation, including incentive and non-qualified stock options, restricted stock awards, stock appreciation rights, employee stock purchase plans, phantom equity, performance unit and bonus plans, SERPs and other excess benefit plans, and non-qualified deferred compensation plans.

Professional Memberships

Chair of the ABA Section of Taxation Subcommittee on Multiple Employers, Professional Employer Organizations ‎‎(PEOs) and Controlled and Affiliated Service Groups

Named, The Best Lawyers in America, Employee Benefits (ERISA) Law (2013-2019)

Personal

J.D., with honors, The University of Texas School of Law, 1999

B.A., Political Science, magna cum laude, Southern Methodist University, 1995