
David Whaley
Professional Bio
David is a leader in the employee benefits industry. He holds leadership positions for the American Bar Association’s Employee Benefits Committee, the ESOP Association and the Ohio Employee Ownership Center. His practice focuses on assisting private and public companies and nonprofit organizations with all areas of employee benefits. This includes working with employers in design, implementation and compliance areas in connection with tax qualified plans, including 401(k) plans, ESOPs and defined benefit plans. His representation also extends to working with employers in arranging their nonqualified deferred compensation (e.g., 409A compliance), in addition to health and welfare arrangements and employee fringe benefits.
Update: Common Interest, Denied
ERISA Litigation ·
Update: Common Interest, Denied
ERISA Litigation & Compliance ·
Recent Decision Places Spotlight on Coordination Between DOL and Plaintiffs’ Firms
ERISA Litigation & Compliance ·
Recent Decisions Cast Doubt on Stock Drop as a Basis to State a Claim Against ESOP Trustee
ERISA Litigation & Compliance ·