- LL.M., Taxation, Villanova University School of Law
- J.D., Duquesne University School of Law
- B.A., The College of New Jersey
Bar & Court Admissions
- District of Columbia
- New Jersey
David Kaleda joined Groom Law Group in February of 2013 after working several years as an ERISA attorney for an AmLaw 100 firm and prior to that for a large financial services firm as a compliance consultant and attorney. His broad range of experience includes handling fiduciary matters impacting plan sponsors, investment and other fiduciary committees, investment managers/advisors, recordkeepers, broker-dealers, banks and other financial services firms. For example, he advises clients on the avoidance and resolution of prohibited transaction issues, the structuring of alternative investment funds (including "plan asset" funds, real estate operating companies, and venture capital operating companies), and day-to-day compliance issues arising under the Employee Retirement Income Security Act and the Internal Revenue Code in the conduct of their businesses. Most recently, he has been advising a number of firms on compliance with the Department of Labor’s final “investment advice” regulation and related exemptions and helping clients get related guidance and exemptions from the Department.
Mr. Kaleda is a frequent speaker and author on a range of employee benefits-related topics. He authors the bi-monthly “Compliance Consult” column for PlanAdviser magazine and is a regular contributor of articles to The Investment Lawyer. His articles have also appeared in Employee Benefit News, Employee Benefit Adviser, Plan Sponsor Magazine, Employee Benefits Law Journal, Plan Consultant, and others. He has presented on ERISA-related topics for number of organizations such as SIFMA, NSCP, Asset International, Society of Actuaries, International Retirement Resource Center, ASPPA, ABA Tax Section, ABA Business Law Section, IAML, and FIRMA. He has been quoted in numerous publications such as On Wall Street, PlanSponsor Magazine, PlanAdviser Magazine, Investment News, Pensions & Investments, and Financial Adviser.
In December of 2011, Mr. Kaleda was appointed by the Secretary of Labor to the DOL's ERISA Advisory Council for a three-year term (2012-2014).
Honors & Distinctions
- Secretary of Labor, Department of Labor ERISA Advisory Council (2012-2014)
- Listed, The Legal 500 US, Employee Benefits and Executive Compensation (2014, 2016)
- Listed, The Best Lawyers in America, Employee Benefits Law (2014-2017)
- Listed, Super Lawyers, Employee Benefits (2016-2017)
- Editorial Board, The Investment Lawyer
- Member, National Society of Compliance Professionals