Mark Lofgren > Groom Law Group, Chartered > Washington DC, United States > Lawyer Profile
Groom Law Group, Chartered Offices
1701 PENNSYLVANIA AVE, NW
WASHINGTON DC 20006
DISTRICT OF COLUMBIA
United States
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Mark Lofgren
Position
Principal
Career
Mark specializes in the design, governance, compliance, and operational issues for tax-qualified and nonqualified retirement plan arrangements.
He provides legal services to employers of all sizes, handling major plan redesign projects, plan governance and compliance reviews, plan correction issues and related IRS filings, retirement plan audit representation, participant communication materials, and benefit claim analysis. Mark has worked extensively with cash balance plan conversions and other defined benefit plan matters, including issues related to their regulation, operation, litigation, and termination. He has handled a variety of plan mergers and issues related to the retirement plan implications of corporate transactions.
Mark regularly interacts with IRS and Treasury officials both formally and informally on behalf of clients. He works with the IRS to resolve operational failures for qualified plans and to obtain rulings on various tax issues, and has worked on numerous formal comments to proposed Treasury regulations on a variety of tax-qualification requirements.
Memberships
- Tax Section, American Bar Association
Education
Lawyer Rankings
United States > Labor and employment > Employee benefits, executive compensation and retirement plans: design
(Hall of Fame)Groom Law Group, Chartered, which is based in Washington DC, is one of the few boutique firms which specializes in employee benefits, health, and retirement law. The firm engages in a wide range of matters, including high-level policy work; the employers and sponsors practice group is co-chaired by David Levine and Malcolm Slee. Among a wide variety of matters, Levine regularly engages in enhancing alternative investment access in 401(k) plans, while Slee specializes in advising clients on issues concerning ERISA, the Internal Revenue Code, and related laws surrounding qualified retirement and welfare plans. Jon Breyfogle
is a key name in the team, alongside Lisa Campbell, a co-chair of the health services practice. Breyfogle has notable experience of testifying before Congress and at DOL hearings on retirement and health issues. Meanwhile, Campbell represents numerous pharmacy benefit managers and their employers or plan clients in complying with regulatory requirements. Bolstering the team, Mark Lofgren often represents clients in designing both tax-qualified and unqualified plans. All individuals are based in Washington DC.