Rothman

Areas of Expertise

  • Performance-based Variable Executive Compensation
  • Flexible Benefits Deisng & Implementation
  • Vendor Searches
  • Compliance
  • Plan Compliance
  • Plan Documentation
  • Retirement Plan Benchmarking
  • Fiduciary Assessments
  • Operational Compliance
  • Coordinated Retirement Program Studies

 

Contact Jason
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1300 East 9th Street
Suite 850
Cleveland, OH 44114
Phone: 216.875.1907
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and Presentations

Jason Rothman

Managing Consultant
Jason Rothman, J.D., is a Managing Consultant and member of the Technical Resources Practice Group at Findley Davies. Prior to joining Findley Davies, Jason was a shareholder at an Am Law 100 international labor and employment boutique law firm and a member of the firm's employee benefits and executive compensation practice group.

Jason advises firm clients on all areas of employee benefits and executive compensation compliance. He advises clients on their tax-qualified plans including plan design and adoption, day-to-day plan operation, fiduciary compliance, IRS and DOL plan audits and submissions under the Employee Plans Compliance Resolution System (EPCRS), the Voluntary Fiduciary Correction Program, and the Delinquent Filer Voluntary Compliance Program. In addition, Jason advises employers on their welfare benefit plan compliance issues. This includes counseling employers on the Affordable Care Act, COBRA, HIPAA and wellness plan design.

Jason counsels employers on executive compensation issues, including nonqualified plan design, employment agreements, severance agreements and general compliance issues arising under Internal Revenue Code Section 409A. He assists employers on employee benefits issues that arise in mergers and acquisitions, performing due diligence and drafting proper purchase agreement provisions affecting employee benefits and executive compensation matters.

Education

  • Cleveland State University, College of Law, J.D., cum laude
  • The Ohio State University, Fisher College of Business - B.S.B.A.

Professional and Community Involvement

  • American Bar Association
  • Ohio State Bar Association

What's Your Passion?

My priorities are my faith, my family and my practice – and after all of that, if I have time, I enjoy soccer, golf and running. As such, when I'm not preparing for a seminar or drafting an article on the latest employee benefits issue, you'll probably find me coaching soccer or caddying for one of my sons.

Publications and Presentations

  • September 29, 2016 - EBN Benefits Forum & Expo (Nashville, TN)  - "Minimizing the Cost of ACA Penalties - Not the Same Thing as Avoiding ACA Penalties"
  • February 14, 2016 - Ohio State Bar Association Webcast - "The Employee Benefits Not Top 10"
  • July 29, 2015 - Ohio State Bar Association Webcast - "First Aid for Employee Benefit Plans"

More publications and presentations