David Ashner guides clients through complex challenges with a practical approach, aligning compliance needs with strategic goals. His practice covers the full spectrum of legal issues relating to employer-sponsored retirement plans, including benefit structures, tax qualification requirements, fiduciary duties in the administration of employee benefit plans, plan funding rules, plan investments, and executive compensation. His clients include corporate and tax-exempt employers, church plans, multiple employer plans, multiemployer plans, governmental plans, and other retirement industry stakeholders.
David counsels plan fiduciaries and fiduciary committees with respect to their duties under ERISA, helping to optimize fiduciary governance structures and processes based on each client’s unique needs. From fiduciary training, to benefit claims, to reporting and disclosure, to payroll coordination, to the selection and monitoring of plan vendors, and beyond, David provides A-to-Z service to support plan fiduciaries and others involved in plan administration.
David is a co-author of the 403(b) and 457(b) Answer Books published by Wolters-Kluwer and is a member of the International Pension & Employee Benefits Lawyers Association (IPEBLA).
