Bruce Wolff's practice involves representing companies, pension funds and executives in all aspects of employee benefits and executive compensation law. In particular, Mr. Wolff advises clients with respect to tax, ERISA (fiduciary duty and prohibited transaction issues, including those relating to pension fund private equity investments and related "plan asset" issues), financial accounting and federal securities law issues involving qualified retirement plans (including employee stock ownership plans (ESOPs)), nonqualified deferred compensation plans (including Code sections 409A and 457(f) compliance), equity-based executive compensation plans and individual employment and severance agreements.
Represented large pension fund in connection with its alternative investment program with respect to venture capital, hedge fund and real estate investments in private equity funds.
Company Executives (for-profit and tax-exempt employers)
Advised on matters concerning negotiation and drafting of employment contracts, severance agreements and supplemental executive retirement plans, including Code sections 409A and 457(f) tax issues.
Multiple Employer Pension Plan
Advised in-house counsel in connection with various fiduciary duty and prohibited transaction issues regarding organizational structure and service fee and compensation arrangements. Advised on matters concerning Code qualification issues for large defined benefit and defined contribution plans, including matters relating to plan spinoff/transfers and PBGC reportable event requirements.
Advised concerning negotiation and drafting of M&A transactional documents regarding all employee benefits matters.
Advised and negotiated trust agreement and investment management agreement for company’s pension plan.