- J.D., University of Nebraska College of Law, with High Distinction; Order of the Coif; Articles Editor, Nebraska Law Review
- M.B.A., University of Nebraska, Beta Gamma Sigma
- B.A., University of Nebraska, with Distinction
- South Dakota
- American Bar Association
- State Bar of South Dakota
- Nebraska State Bar Association
- Pension Council of the Midlands
Jeff 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. Jeff 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.
- "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
- 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.
Selected to The Best Lawyers in America© "Ones to Watch" in Employee Benefits (ERISA) Law, 2021