Mr. Jorge M. Leon is a partner in the firm’s Employee Benefits Group. Plan sponsors, plan administrators, plan fiduciaries and third-party recordkeepers seek his counsel on designing, establishing and maintaining qualified retirement plans, including ESOPs, 401(k), 403(b), 457(b) and defined benefit plans. He is also well-versed in negotiating recordkeeping agreements, ERISA 3(21) and 3(38) investment advisor/manager agreements, and the benefit aspects of large corporate transactions.
Mr. Leon regularly deals with various regulatory, administrative and compliance issues that require him to resolve qualification, fiduciary and reporting issues with the Internal Revenue Service, the Department of Labor and the PBGC. He has experience with EPCRS, VFCP and prohibited transactions. Recently, Mr. Leon has represented clients during benefit plan audits conducted by the Internal Revenue Service and the Department of Labor. He has advised on ERISA litigation issues and represented clients at all stages of participant benefit disputes, from initial claims under a plan to litigation and settlement. Clients have described Mr. Leon as “responsive,” “meticulous,” an “expert,” and a “problem-solver.”
Articles in the National Law Review database by Jorge M. Leon