Jeffrey J. McGuire

(402) 661-8647
Associate
(402) 346-1148 Fax
Jeffrey.McGuire@KutakRock.com

Mr. McGuire, an associate in the firm’s Omaha office, is a member of the firm’s Employee Benefits and Executive Compensation practice group. He focuses on ERISA and tax-related issues in the design and operation of qualified and nonqualified plans. Mr. McGuire assists private, nonprofit and governmental clients with a wide variety of issues, including: fiduciary governance issues; drafting and review of ERISA-required disclosures; qualification, operation, and administration of a variety of different plan types, including 401(k), 403(b), ESOPs, IRAs, and defined benefit plans; and review of arrangements between plan sponsors and service providers.

Representative Experience

  • Preparing and reviewing participant disclosures, including annual fee disclosures and fund change notices.
  • Assisting clients in plan design and drafting, including the preparation of plan restatements, summary plan descriptions, and related documentation.
  • Analyzing, reviewing, and designing a variety of documentation in connection with IRA products, including force-out IRA agreements and disclosures for IRA products.
  • Assisting plan committees with fiduciary and governance matters, including conducting vendor searches and service provider benchmarking.
  • Analyzing, reviewing, and designing executive compensation arrangements, including executive compensation arrangements funded with life insurance.
  • Assisting clients with determination letter application filings.
  • Preparing qualified plan termination filings and drafting plan amendments in connection with plan terminations.
  • Conducting due diligence relating to employee benefit plans involved in corporate transactions.
  • Reviewing and analyzing plan sponsor agreements with service providers, including recordkeepers, investment advisers, and plan auditors.

Presentations  

  • "Basic ESOP Administration 'Hit List'", Iowa/Nebraska ESOP Association Fall Conference, October 4, 2018
  • "Legal Issues to Consider in Communicating with Employees", ESOP Association Midwest Conference, September 7, 2018
  • "Basics of ESOP Distribution and Diversification", ESOP Association Midwest Conference, September 6, 2018
  • "Advanced ESOP Administration", Iowa/Nebraska ESOP Association Winter Conference, February 13, 2018
  • "Being an Inside Trustee: What It Involves and How To Do It With Excellence!", ESOP Association Midwest Conference, September 7, 2017
  • "Understanding the Basics of ESOP Fiduciary Issues", NCEO 2017 Annual Conference, April 5, 2017