Lawrence (Larry) provides a full spectrum of employee benefits services to his employer clients, having spent his legal career in this highly complex area of law. He has experience with all aspects of employee benefits plans, including tax-qualified contribution and defined benefit retirement plans, nonqualified deferred compensation plans, ESOPs, ESPPs, bank-owned life insurance/company-owned life insurance arrangements and health & welfare plans.
Larry advises on plan design matters for benefits programs, including drafting and implementing plan amendments, resolutions, participation agreements, trust agreements, summary plan descriptions, summaries of material modifications, and counsel business partners in connection with plan mergers, freezes, terminations and benefits aspects of acquisitions.
He is knowledgeable in non-disclosure agreements (NDAs), use agreements, insurance contracts, independent fiduciary contracts and record-keeping agreements. He counsels on non-marketable alternative investments, review and interpretation of partnership and LLC agreements, corporate governance documents and subscription agreements.
Larry has handled matters relating to health and welfare plans, severance plans and wellness programs, including VEBAs, and interpretation of and compliance with ERISA, the Internal Revenue Code and other federal and state laws including COBRA, HIPAA/HITECH, MHPAEA and Affordable Care Act.
Prior to joining Bond, Larry was Vice President and Assistant General Counsel at JPMorgan Chase Bank and formerly an attorney with two law firms focusing on employee benefits plans.