Represented a Philadelphia financial institution on executive compensation and employee benefits matters. Assisted in the design and drafting of a comprehensive retirement program that included merging the institution’s employee stock ownership plan and 401(k) plan and freezing the institution’s defined benefit plan, along with drafting a supplemental retirement plan for certain executive officers impacted by the restructuring of the institution’s retirement benefit program.  The firm counseled the Compensation Committee on the design of an equity incentive plan and assisted the committee and management in developing performance-based criteria for equity awards.

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Trademark portfolio management for Weather Group Television
Provides brand management and portfolio maintenance, advice, licensing, litigation and other assistance in connection with trademarks, copyrights, more
Executive benefits structure for a Fortune 500 fast food operator
Prepared provisions for qualified and non-qualified plans to implement a benefits structure for executives transferring between international and more
Acquisition program for United Capital Financial Partners Inc.
Represented United Capital Financial Partners, Inc., a financial services industry consolidator, in acquisitions of more than 35 companies. more
Benefits counseling services for a non-profit health organization
Assisted a nationwide community-based health organization with the review and updating of their broad-based qualified plans and executive benefit more