Ed has over 35 years of experience as an employee benefits consultant and attorney for a broad range of clients in a variety of industries including tax-exempt organizations. He has extensive experience working with:
- 401(k) and 403(b) plans
- Pension plans
- ESOPs
- ERISA fiduciary matters
- M&A due diligence and post-transaction integration
- Executive compensation
- Affordable Care Act (ACA) consulting
- Cafeteria, HSA and wrap plans
- Vendor Service Agreements
- Retirement Plan vendor RFPs
- HIPAA Privacy & Security
Ed also has worked as an actuarial analyst for retirement plans.