Full Name
Jason Rothman
Job Title
Managing Consultant
Company
Findley
Speaker Bio
Jason Rothman is a Managing Consultant and leader of the Regulatory Advisory Services practice at Findley, Inc. an independent human resources and employee benefits consulting firm. Prior to joining Findley, Jason was a shareholder at an Am Law 100 international labor and employment boutique law firm and a member of the firm’s employee benefits and executive compensation practice group.
Jason advises firm clients on all areas of employee benefits and executive compensation compliance. He advises clients on their tax-qualified plans including plan design and adoption, day-to-day plan operation, fiduciary compliance, IRS and DOL plan audits and submissions under the Employee Plans Compliance Resolution System (EPCRS), the Voluntary Fiduciary Correction Program, and the Delinquent Filer Voluntary Compliance Program. In addition, Jason advises employers on their welfare benefit plan compliance issues. This includes counseling employers on the Affordable Care Act, ERISA, COBRA, HIPAA and wellness plan design.
Jason counsels employers on executive compensation issues, including nonqualified plan design, employment agreements, severance agreements and general compliance issues arising under Internal Revenue Code Section 409A. He assists employers on employee benefits issues that arise in mergers and acquisitions, performing due diligence and drafting proper purchase agreement provisions affecting employee benefits and executive compensation matters.
Jason received his JD from Cleveland State University, Cleveland-Marshall College of Law and his BSBA from The Ohio State University.
Jason advises firm clients on all areas of employee benefits and executive compensation compliance. He advises clients on their tax-qualified plans including plan design and adoption, day-to-day plan operation, fiduciary compliance, IRS and DOL plan audits and submissions under the Employee Plans Compliance Resolution System (EPCRS), the Voluntary Fiduciary Correction Program, and the Delinquent Filer Voluntary Compliance Program. In addition, Jason advises employers on their welfare benefit plan compliance issues. This includes counseling employers on the Affordable Care Act, ERISA, COBRA, HIPAA and wellness plan design.
Jason counsels employers on executive compensation issues, including nonqualified plan design, employment agreements, severance agreements and general compliance issues arising under Internal Revenue Code Section 409A. He assists employers on employee benefits issues that arise in mergers and acquisitions, performing due diligence and drafting proper purchase agreement provisions affecting employee benefits and executive compensation matters.
Jason received his JD from Cleveland State University, Cleveland-Marshall College of Law and his BSBA from The Ohio State University.
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