David Levine > 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
- Firm Profile
- Go to...
David Levine
Position
Principal
Career
David Levine is co-chair of the firm’s employer-focused practice. He advises plan sponsors, advisors, and other service providers on a wide range of employee benefits matters, from retirement and executive compensation to health and welfare plan matters.
David advises on the design and redesign of complex retirement, executive, and health and welfare plans; ongoing, day-to-day counseling of plan sponsors; in-depth compliance reviews of corporate and governmental benefit programs; alternative products and assets, including venture capital, private equity, and cryptocurrency, for IRA, HSAs, and 401(k) plan service providers; products and compliance for retirement and health service providers, and representation of tax-exempt organizations with respect to issues involving corporate governance, executive compensation, and unrelated business income tax liability.
David was previously the Chair of the IRS Advisory Committee on Tax Exempt and Government Entities (2011-2013) and is currently a member of the Executive Committee of the Defined Contribution Institutional Investment Association and serves in a number of leadership roles in the American Bar Association Tax Section’s Employee Benefits Committee. David regularly speaks on plan design, fiduciary governance, and legislative issues and contributes a recurring column to NAPA Net — The Magazine. He is recognized in the Chambers USA guide for Employee Benefits & Executive Compensation.
Memberships
- Past Chair, IRS Advisory Committee on Tax Exempt and Government Entities (ACT)
- Chair, Legislative Subcommittee, Employee Benefits Committee, Tax Section, American Bar Association
- General Counsel, Japan-America Society of Washington, DC
Education
Lawyer Rankings
United States > Labor and employment > Employee benefits, executive compensation and retirement plans: design
(Leading lawyers)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.