This website uses cookies. For more information please contact us or consult our privacy policy.

Your binder contains too many pages, the maximum is 40.

We are unable to add this page to your binder, please try again later.

This page has been added to your binder.

Jason Levy
Jason M. Levy
Washington +1 202 662 5287 Download V-card

Jason Levy advises companies on all aspects of employee benefits and executive compensation, including compliance with the Internal Revenue Code and ERISA. Mr. Levy has significant experience representing employment, human resources and benefit interests in mergers and acquisitions; designing, drafting, and amending a wide range of retirement plans and welfare plans; advising parties on de-risking transactions and ERISA investment fund issues; resolving complex benefit claims issues; litigating at trial and appellate levels; and conducting internal investigations. Mr. Levy’s expertise includes fiduciary compliance issues, including advising on all aspects of the Department of Labor’s Fiduciary Conflict Rule.

Fiduciary Advice

  • Advised companies and gave presentations on compliance issues regarding Department of Labor’s Fiduciary Conflict Rule and Best Interest Contract Exemption.
  • Drafted Comment Letters and successfully engaged in follow-up advocacy concerning changes to proposed Fiduciary Conflict Rule and Best Interest Contract Exemption.
  • Advised plan fiduciaries regarding their obligations under ERISA, including their duties with respect to plan assets, plan expenses, and prohibited transactions.

Multiemployer Plans

  • Extensive experience addressing multiemployer plan issues, including funding and contribution rules, rehabilitation programs, and withdrawal liability.
  • Advised company regarding managing withdrawal liability in potential corporate transaction.

Pension Plan De-Risking

  • Advised Fiduciary Counselors as independent fiduciary for a JC Penney pension plan regarding an annuity purchase announced in October 2015.
  • Successfully defended Verizon Communications and Verizon’s in-house fiduciaries against claims that one of the largest de-risking annuity purchases of its kind was contrary to plan terms and constituted a breach of fiduciary duty. Lee v. Verizon Communications Inc., 2015 WL 4880972 (5th Cir. 2015).

Mergers and Acquisitions and Executive Compensation

  • Advised Osmotica Holdings Corp Limited on employee benefits and executive compensation matters in its 2015 combination with Vertical / Trigen Holdings, LLC.
  • Advised WSFS Financial Corporation on employee benefits and executive compensation matters in its 2015 acquisition of Alliance Bancorp, Inc. of Pennsylvania.
  • Analyzed parachute payment liabilities arising in connection with various corporate transactions and recommended approaches for minimizing these liabilities.
  • Negotiated and drafted employment agreements.

Benefit Plan Design and Administration

  • Drafted summary plan description for tax qualified savings plan for Fortune 500 Company.
  • Designed broad-based equity incentive plans for major financial institutions.


  • Internal investigation for public investment fund relating to selection of vendors to execute equity trading.

Pro Bono

  • Gave presentations and trainings on current benefits topics for U.S. Administration on Aging’s Pension Counseling and Information Program. 
  • § 1983 action against the Jefferson Parish, Louisiana police department and other individuals allegedly responsible for the criminal investigation and prosecution of a plaintiff who was released after 15 years of wrongful incarceration.