Compensation and Benefits

At Davis Malm, our mission is to counsel wisely on the full range of compensation and employee benefits issues. We make clear in plain English the complex rules surrounding ERISA, tax, securities, insurance, and accounting that regulate compensation and benefits, and we develop and administer customized plans for our clients.
Our clients include NYSE-, AMEX-, and NASDAQ-listed companies, senior officers, financial institutions, hospitals and group medical practices, multi-employer pension plan boards, ESOP trustees, closely held businesses, benefit brokers, governmental agencies, charitable organizations, and higher education institutions.
Our experienced ERISA and tax attorneys design and implement group pension, 401(k), 403(b), cafeteria, and health and welfare benefit plans. We also design compliance programs for company executives who serve as fiduciaries, and we support plan sponsors during government audits.
We integrate our executive compensation and employee benefits practices so that responsible officers and compensation committees may obtain advice from Davis Malm lawyers about their compensation and benefits programs.

For senior executives, we develop creative equity, performance, and 409A deferred compensation programs, using “rabbi” and “secular” trusts when appropriate. We also assist them in coordinating their estate plans with the compensation, benefits, and other awards that are a major source of their wealth. We are well versed in the revised split dollar rules, and we regularly develop insider-trading policies precisely keyed to our clients’ equity arrangements and corporate goals.