Mark Lofgren > Groom Law Group, Chartered > Washington DC, United States > Lawyer Profile

Groom Law Group, Chartered
United States




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.


  • Tax Section, American Bar Association


William and Mary – Marshall Wythe School of Law
J.D., Order of the Coif
University of Maryland

Lawyer Rankings

United States > Labor and employment > Employee benefits, executive compensation and retirement plans: design

(Hall of Fame)

Mark LofgrenGroom Law Group, Chartered

Washington DC-based boutique firm Groom Law Group, Chartered’s experienced team handles the provision of the full spectrum of benefits, health and retirement matters, advising a range of plan sponsors on plan design, compliance and addressing new legal developments, alongside providing counsel to a number of financial institutions that provide products and services in the benefits area. Standout partner David Levine advises an array of clients on employee benefits matters, including both retirement and executive compensation to health and welfare plan matters, while Jon Breyfogle is experienced in fiduciary and health matters. Jennifer Eller advises large corporate and public plan sponsors on all aspects of ERISA fiduciary compliance, and Brigen Winters counsels a range of clients on a variety of matters, with a notable legislative focus. Michael Kreps has expertise in benefit plan recordkeeping and the development of financial and insurance products. Daniel Hogans advises clients on a wide range of employee benefits and executive compensation matters, with Christine Keller focusing on the administration of welfare benefit plans, cafeteria plans, health savings accounts, and other employee benefit arrangements. Bolstering the team is Mark Lofgren, who specializes in the handling of tax-qualified and nonqualified retirement plan arrangements.