Troutman Pepper Locke LLP is noted for its ability to handle day-to-day ERISA compliance, fiduciary governance and regulatory interpretation, while also assisting on the benefits aspects of corporate transactions and workforce restructurings. The team supports clients on the full spectrum of qualified and non-qualified plan issues, health and welfare arrangements and executive compensation advisory mandates. Its practice head James Earle is situated in the Charlotte office and assists clients in the design and administration of welfare benefit plans and tax-qualified retirement plans, notably 401(k) plans and defined benefit plans. Also based in Charlotte, Lynne Wakefield assists clients with employee benefit plan governance, including committee structures and charters. In the Philadelphia office, David Kaplan focuses his practice on public company executive compensation disclosures, and Sheri Adler designs and documents equity incentives, cash bonus arrangements, and employee stock purchase plans.
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Key clients
- Sealed Air Corporation
- Bank of America Corporation
- Crane Company
- Enpro, Inc.
- Pathward Financial, Inc.
- Denny's Corporation
- Optcapital, LLC
- BrightView Holdings, Inc.
- Coherent Corp.
- Kinder Morgan
- Pinnacle Midstream
- Spinnaker Oilwell Services, LLC
Work highlights
Acted for Constance Brewster on a project with the City of Atlanta creating and restructuring their 2025 pension plan.
Acted as outside counsel on Bank of America’s U.S. employee benefits and equity compensation plans for over three decades.
Engaged by Pathward Financial as primary outside counsel on day-to-day compliance matters across a range of employee benefits and executive compensation matters and we have continued to provide advice in connection with executive compensation and benefits matters.
Practice head
James Earle
Other key lawyers
Lynne Wakefield; David Kaplan; Sheri Adler