Chase’s practice focuses on the design, implementation, and administration of qualified retirement plans, health and welfare plans, and nonqualified deferred compensation plans. He also advises on equity- and cash-based incentive compensation arrangements, severance policies, and employment and separation agreements for individual executives.
He regularly reviews and drafts plan documents, amendments, SPDs, notices, forms, and administrative procedures, as well as board resolutions, committee charters, and other governance-related documents. His clients have included publicly-traded employers, privately-held businesses, multiemployer plans, governmental plans, and service providers. He counsels sponsors of ERISA-covered plans about their fiduciary duties with respect to plan governance structures, benefit claims and appeals, participant communications, selection and monitoring of plan service providers, and legal issues related to the investment of plan assets. He represents plan sponsors in matters involving the IRS, DOL, and PBGC, including plan audits and correction programs. He assists companies with due diligence and employee benefits issues that arise in corporate transactions, such as mergers, acquisitions, dispositions, and bankruptcies.
Prior to joining Dinsmore, Chase was an associate in the ERISA/Employee Benefits practice group of a large law firm in Baltimore, Maryland. He previously worked as a compliance consultant for a registered investment adviser in the retirement plan industry.
