Our People

John J. JacobsonStockholder

John enables clients to navigate successfully the regulatory hurdles of ERISA, the Internal Revenue Code, and other laws that apply to retirement plans and other employee benefit plans. Corporate clients are appreciative of his ability to apply his experience in a practical manner so that business objectives may be met while avoiding exposure to potential liability. He responds quickly and clearly to clients’ concerns, and he does so in a way that clients understand.   He regularly drafts plan documents and summary plan descriptions. He also takes care of IRS determination letter requests and applications under the Voluntary Compliance Program that are submitted to the IRS.  In addition, he handles IRS and PBGC audits of retirement plans and investigations of retirement plans conducted by the U.S. Department of Labor.  John’s responsibilities also include negotiating the provisions of service agreements with record-keepers and other service providers for benefit plans.  On a daily basis, clients depend on him to resolve, in a practical manner, particular issues that arise in plan administration.

Professional & Community Involvement

  • Connecticut Bar Association
  • American Bar Association, Section of Taxation, Employee Benefits Committee

Distinctions

Site by Clockwork Design Group, Inc Hosted on the FirmWise Platform