Jeffrey M. Holdvogt

Overview

Jeffrey (Jeff) M. Holdvogt advises clients regarding a wide range of employee benefits matters. He focuses primarily on the design and administration of complex pension, defined contribution and executive deferred compensation arrangements. Jeff counsels privately and publicly held corporations on ongoing day-to-day retirement and executive compensation issues, as well as employee benefits design and transition matters arising from corporate mergers, acquisitions and divestitures. He has assisted clients with internal compliance reviews and with voluntary correction filings for both fiduciary violations and plan document and administrative errors. He also advises clients in connection with fiduciary and plan investment issues under the Employee Retirement Income Security Act (ERISA).

Results

Advised a Fortune 100 Company on employee matters for spin-off and separation of divisions, including the design and establishment of new tax-qualified and nonqualified retirement plans
Advised public and private companies on pension de-risking strategies, including lump-sum cashout windows and plan terminations
Represented clients in negotiations with the Internal Revenue Service (IRS), US Department of Labor (DOL) and Pension Benefit Guaranty Corporation

Community

Ladder Up/Tax Assistance Program, organizes volunteers to prepare tax returns for low income families
Working in the Schools (WITS), volunteer promoting literacy in Chicago Public Schools