Deals and People

Retirement Industry People Moves

By Javier Simon editors@plansponsor.com | January 06, 2017
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Morgan Lewis Extends Employee Benefits Services with Three New Partners

Morgan Lewis is expanding its employee benefits and executive compensation services with the addition of three new hires: Rosina Barker, Jonathan Zimmerman, and Steven Witmer.

The three will assist clients with their qualified and nonqualified retirement plans as well as with health and welfare plans, fiduciary and investment matters, and employment tax and worker classification issues. They also will advise on complex executive compensation matters and on the benefits and compensation issues arising in mergers and acquisitions, dispositions, and other business transactions.

“I am delighted to welcome our new partners, who offer our clients remarkable depth encompassing a wide range of areas affecting employee benefits,” says Firm Chair Jami McKeon. “Rosina, Jonathan, and Steve will work closely with our strong employee benefits team across the United States to provide our clients with the advice they need in this continually evolving arena.”

Barker provides counseling on the Employee Retirement Income Security Act (ERISA), taxes, and securities law aspects of executive compensation and employee benefit plans. She is versed in defined benefit (DB) pension plan issues, fiduciary counseling, and complex executive compensation matters. In the last 12 months, Barker has advised clients on the executive compensation and employee benefit plan issues arising from corporate transactions totaling more than $13 billion. She has also served on the tax staff of the U.S. House Ways & Means Committee, where she had primary staff responsibility for all pension and employee benefit legislation. Barker is a fellow of the American College of Employee Benefits Counsel.

Zimmerman has a broad-based practice with a concentration on executive compensation, qualified retirement plans, and health and welfare plans. He also advises clients on payroll, withholding, and fringe benefits matters.

Witmer advises companies on qualified and nonqualified retirement plans, health and welfare plans, and other ERISA and tax matters. He has an extensive benefits outsourcing practice, and has negotiated close to 1,000 contracts with payroll and benefits vendors on behalf of plan sponsors. He frequently advises clients on the transfer of plan assets and liabilities, and on other benefit issues arising from dispositions, spinoffs, initial public offerings, and other business transactions up to the multibillion dollar range.

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