Jason Brodsky has been advising employee benefit funds since graduating Summa Cum Laude from Temple University’s James E. Beasley School of Law school in 1998. Jason has advised fund clients on various fiduciary, administrative, and regulatory issues. Clients rely on Jason for day to day advice on plan administration as well as direction on intricate legal issues.
As a result of Jason’s expertise, he participates in seminars and has written numerous articles on issues confronting funds today. He is also assisting other lawyers in this area in order to help them navigate their ERISA compliance issues.
In particular, Jason has guided health and welfare fund clients through the legal complexities of the Patient Protection and Affordable Care Act (PPACA), HIPAA, and ERISA. As such, Jason is well versed in the design, notice and reporting requirements of healthcare reform, participant privacy issues, and benefit claim appeals.
For retirement fund clients, Jason has reviewed and advised on various investment products (including complex private equity investments), distribution issues, and plan design. He has counseled clients on the complexities of the IRS correction program and prepared related filings on their behalf.
Jason has supported both retirement and health and welfare fund clients through IRS and DOL audits, plan mergers, and third party service provider searches.
Jason regularly drafts, reviews and consults on all manner of plan-related documents, such as plans and amendments, summary plan descriptions, trust agreements, plan policies and third party service agreements.
With prior experience at two prominent Philadelphia-based international law firms and a leading international benefit consulting firm, Jason understands not only the legal landscape facing funds today, but the practical one as well.
