Simpson_Joseph

Joseph E. Simpson

Counsel

Joe Simpson’s experience includes:

  • Advising clients regarding documentation and operation of 401(k), 403(b), and 457(b) plans.
  • Advising clients regarding correction and compliance issues for 401(k), 403(b), and 457(b) plans.
  • Representing clients in connection with IRS and DOL audits of retirement plans.
  • Representing clients in connection with the IRS Voluntary Correction Program.
  • Advising clients regarding fiduciary duties under ERISA for 401(k), 403(b), and other defined contribution plans.
  • Analyzing nonqualified deferred compensation issues for executives of for-profit and tax-exempt entities for compliance with sections 409A and 457 of the Internal Revenue Code.
  • Advising businesses and employee benefit plans on tax reporting and withholding obligations.

PROFESSIONAL & CIVIC AFFILIATIONS

  • Member, American Bar Association

PRACTICE AREAS

ADMISSIONS

  • New York

EDUCATION

  • Cornell Law School, cum laude, J.D.
  • Knox College, magna cum laude, B.A. with honors in mathematics

Joe Simpson’s experience includes:

  • Advising clients regarding documentation and operation of 401(k), 403(b), and 457(b) plans.
  • Advising clients regarding correction and compliance issues for 401(k), 403(b), and 457(b) plans.
  • Representing clients in connection with IRS and DOL audits of retirement plans.
  • Representing clients in connection with the IRS Voluntary Correction Program.
  • Advising clients regarding fiduciary duties under ERISA for 401(k), 403(b), and other defined contribution plans.
  • Analyzing nonqualified deferred compensation issues for executives of for-profit and tax-exempt entities for compliance with sections 409A and 457 of the Internal Revenue Code.
  • Advising businesses and employee benefit plans on tax reporting and withholding obligations.

PROFESSIONAL & CIVIC AFFILIATIONS

  • Member, American Bar Association

PRACTICE AREAS

ADMISSIONS

  • New York

EDUCATION

  • Cornell Law School, cum laude, J.D.
  • Knox College, magna cum laude, B.A. with honors in mathematics
Simpson_Joseph
Joseph E. Simpson