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David S. Anderson

Of Counsel

David concentrates his practice in single employer and Taft-Hartley multi-employer benefit plans, litigation, and business law.

Throughout his more than 40 years in the practice of law, David provides sound advice and counsel to benefit plans, pension plans, boards of trustees, foundations, and other tax-exempt organizations, as well as small and mid-size businesses. His focus is to achieve the desired outcome for his client in a timely, cost-effective manner. He works closely with boards, management, administrators, investment managers, and limited partnerships in matters involving:

  • ERISA
  • Jointly-trusteed benefit plans
  • Corporate plans
  • Employee retirement
  • Health care
  • Institutional investor services
  • Fiduciary review
  • Nonprofit organization plans        
  • Business transactions

David has often presented at events sponsored by the International Foundation of Employee Benefit Plans (IFEBP), the National Electrical Contractors' Association, and other professional groups. He was an adjunct professor at William Mitchell College of Law from 1987 to 1993.

Taking an active role in his community, David has served as a member of the Board of Trustees of Minnehaha Academy, a Minneapolis private Pre-K through 12 school since 2008 and as its Chairman since 2012. He has also been active in non-partisan political affairs and has served on the campaign committees for the re-election of two Minnesota Supreme Court Justices as well as numerous District Court judges in Hennepin and Ramsey Counties. Prior to co-founding Anderson, Helgen, Davis & Cefalu in 2009, he was a partner at another significant Twin Cities law firm.

Services for multi-employer, nonprofit, corporate plans, and public entities

David works closely with trustees and serves as Fund Counsel and Special Counsel representing plans in matters related to:

  • Benefit plan administration
  • Qualified and non-qualified retirement plans
  • Health care plans; Section 125 plans; dental plans; vision plans
  • Scholarship funds
  • Industry benefit funds
  • Disability plans
  • Life insurance plans
  • Pharmacy benefit plans
  • Welfare plans
  • Representation of fiduciaries under ERISA
  • Institutional investor services
  • Investment management, real estate and other Investment contracts
  • Fiduciary counsel