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).

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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

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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

Credentials


Education
University of Michigan Law School, JD, 2003
St. John’s University, BA, magna cum laude, 2000

Admissions
Illinois

Jeffrey M. Holdvogt

Insights & Events / Media

Chicago, IL / McDermott Event / October 10, 2019

Boston, MA / McDermott Event / September 10, 2019

Chicago, Illinois / Speaking Engagements / May 14, 2019

Chicago, IL / McDermott Event / May 8, 2019

New Orleans, Louisiana / Speaking Engagements / January 17 - 19, 2019

On the Subject / November 2, 2018

Chicago, Illinois / McDermott Event / October 4, 2018

Employee Benefit Plan Review / January 2015

IRS Permits Puerto Rico-Qualified Plans in US Group Trusts, Extends Deadline for ...

Daily Tax Report, Bloomberg BNA / October 3, 2014

IRS Payroll Tax Audits Highlight Importance of Proper Payroll Tax Reporting

Bloomberg BNA / September 10, 2014

PBGC Coverage May No Longer Apply to Puerto Rico-Only Qualified Retirement Plans

Bloomberg BNA Pensions & Benefits Daily / August 13, 2014

View From McDermott: Top IRS and DOL Audit Issues for Retirement Plans

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