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).
Counseled clients on IRS and DOL audits for a variety of US employee benefit plans
Regularly speaks and advises on ERISA fiduciary matters, including a 2015 presentation on “Retirement Plan Investment Changes: Meeting Strict ERISA Requirements Amid Increasing DOL Audits and Lawsuits” and “Top IRS and DOL Audit Issues for Retirement Plans”
Regularly drafts documents for corporate governance and fiduciary responsibility for employee benefit plans
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