Jeffrey (Jeff) M. Holdvogt regularly counsels public and privately held companies and tax-exempt organizations on a wide range of employee benefits matters. These include the design and administration of complex pension, 401(k) and 403(b) plans, nonqualified and executive deferred compensation arrangements, fiduciary and plan investment issues under the Employee Retirement Income Security Act (ERISA), internal compliance reviews and voluntary correction filings, and benefit plan matters arising from mergers and acquisitions, as well as other ongoing day-to-day retirement and executive compensation issues.
Referenzmandate
- Assisted a Fortune 100 Company on employee matters for spin-off and separation of divisions, including the design and establishment of new tax-qualified retirement plans, supplemental executive plans and deferred compensation arrangements
- Assisted a large tax-exempt hospital group on integration of employee benefits and the complete redesign of its employer sponsored retirement plan structure, including a multi-year transition from active cash balance pension benefits to a 403(b) and 401(a) plan and a novel transfer of pension assets
Auszeichnungen
- Best Lawyers in America, Employee Benefits (ERISA) Law, 2025-2026
- Legal 500 US, Recommended, 2023–2025
Internationale Märkte
Mitgliedschaften
- Member of the Advisory Board for Ladder Up and frequent volunteer for its Tax Assistance Program, which organizes volunteers to prepare tax returns for low-income families
- Working in the Schools (WITS) volunteer promoting literacy in Chicago Public Schools
Qualifikation
Education
- University of Michigan Law School, JD
- St. John's University, BA, magna cum laude
Admissions
- Illinois