Dan Schwartz is an Officer of Greensfelder, Hemker & Gale, P.C., and a former member of the Firm’s Board of Directors. He has practiced primarily in the employee benefits area since 1977 and has provided advice on all facets of employee benefits. He has significant experience drafting and implementing defined benefit plans, defined contribution plans, deferred compensation plans, ESOPs, health and welfare programs and executive compensation programs. He has also represented clients in a number of ERISA lawsuits, including the representation of a large health care organization in a landmark ERISA case before the U.S. Supreme Court in 2017.
He has written and lectured on various topics in the benefits field including church plans, ESOPs, the exclusive benefit rule and employee welfare benefit plans. He is the author of a Tax Management Portfolio entitled, Employee Benefits for Tax-Exempt Organizations, and the chapter entitled "State and Federal Regulation of Health Insurance" in the Sixth Edition of Fundamentals of Health Law published by the American Health Lawyers Association.
In 2000, Dan was elected as a Charter Fellow of the American College of Employee Benefits Counsel. On April 28, 2005, Dan was named to the IRS Advisory Committee on Tax Exempt and Government Entities (ACT) by the United States Department of Treasury. The ACT is a formal body of external stakeholders in the specialized areas of tax-exempt organizations, employee retirement plans, tax-exempt bonds and federal, state, local and Indian tribal governments.
J.D., University of Missouri - Kansas City (1977)
A.B., University of Missouri - Columbia (1974) cum laude
Bloomberg Tax Management Portfolios
The Portfolio, Employee Benefits for Tax-Exempt Organizations, No. 487, focuses on the special issues that arise in connection with the design and administration of deferred compensation.
This Portfolio focuses on issues that arise with the design and administration of deferred compensation, welfare benefit, and incentive plans maintained by tax-exempt organizations.