Bio

Robert Kaplan advises clients on design, compliance, and operation of qualified retirement plans, health and welfare plans, and nonqualified plans. His clients include public and private companies, boards of directors, compensation committees, and government entities. Rob has significant experience with IRS and DOL voluntary compliance programs and with ERISA fiduciary rules and best practices. He regularly advises clients on executive compensation arrangements, including guidance under Internal Revenue Code Sections 409A, 457, and 280G, including equity compensation plans, phantom stock arrangements, and nonqualified supplemental retirement plans. Rob regularly speaks on plan design, fiduciary governance, and legislative issues and is the author of the Bloomberg (BNA) chapter on 401(k) plan administration. Rob is also a past president of the ASPPA Benefits Council of Greater Philadelphia.