Barran Liebman

Jeffrey G. Robertson

Jeffrey G. Robertson
Partner

Barran Liebman LLP
601 SW 2nd Avenue, Suite 2300
Portland, Oregon 97204

Direct Dial: 503-276-2140
Fax: 503-274-1212

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Jeffrey Robertson represents employers in the drafting, design and growth of retirement and health plans, as well as compensation advice for executive compensation and §409A compliance. He counsels private employers, municipalities and multi-employer pension and benefit trusts, in all aspects of the design, tax qualification and ERISA compliance of retirement plans, executive compensation, and health and welfare benefit plans. In 2009, he was listed in The Best Lawyers in America. He earned his law degree from Indiana University, where he graduated magna cum laude, and is admitted to practice law in Oregon and Washington. He is also a certified public accountant. In addition, Jeffrey is a nationally recognized writer and speaker.

Professional Experience and Affiliations

  • Listed in The Best Lawyers in America
  • Trustee, Portland Police and Fire Disability Fund
  • Certified Public Accountant
  • Board Member, Northwest Earth Institute
  • Former Board of Directors Member, Western Pension and Benefits Conference (2006 - 2007)
  • Board of Directors of Rose Villa, Inc.

Featured Publications

  • "Top Ten Benefits Compliance Issues," Oregon Business Magazine, August Issue
  • “Modification in Change-in-Control and Severance Provisions: How to Protect Executives and Shareholders in the Stock Drop Economy,” Bloomberg Law Reports
  • “Changes to COBRA Demand Close Attention by Employers,” Portland Business Journal
  • “Making the Most of Scarce Resources: The Opportunity Cost of Retirement Plan Fees,” Journal of Pension Benefits
  • "Avoiding the Lightning: The Gathering Storm of Fiduciary Liability for 457 and 403(b) Retirement Plan Sponsors," 403bwise.com
  • "The Growing Mutual Fund Scandal: A Practical Guide for ERISA Fiduciaries," benefitslink.com
  • "What the Current Mutual Fund Trading Allegations Mean to Retirement Plan Sponsors," 401khelcenter.com
  • "When to Hire an ERISA Attorney," 401khelpcenter.com

Representative Matters

  • Design and representation of Multiple Employer 401(k) Plan and Trust
  • Counsel and assistance to multiemployer pension plan regarding Critical Status Notice and Funding Deficiency under Pension Protection Act
  • Design executive compensation plan under §409A
  • Counsel to self-funded multiple employer health and welfare arrangement
  • Assist in funding and design strategy for frozen defined benefit pension plan for plan termination
  • Provide employee benefits counsel to multinational entity regarding international benefits plan
  • Design and implementation of Employee Stock Ownership Plan

Featured Presentations

  • 07/13/2010 - Health Reform
  • 06/16/2010 - Health Reform - What Employers Should Know for Now & for the Future
  • 03/04/2009 - New COBRA Subsidy Requirements: The Nuts & Bolts of the Subsidy, Tax Credits, & Required Model Forms
  • 02/03/2009 - PHRMA Spring Study Group

Practice Areas

Bar Admissions

  • Oregon
  • Washington

Academics

  • Indiana University, Bloomington, School of Law (J.D. magna cum laude) Order of the Coif; Managing Editor, Indiana Law Review
  • University of Washington (B.A.)