Joel Horowitz has delivered excellent results for employers and executives for more than 30 years. He advises on equity-based compensation, incentive pay, and employment, retention, and severance agreements. He has extensive experience in the design and operation of compensation and benefit arrangements. Joel also brings a unique combination of legal and business acumen to help tax-exempt and nonprofit organizations in their state and federal tax exemption matters as well as fundraising compliance and nonprofit corporation issues.
With a deep understanding of ERISA issues, Joel works alongside venture capital funds, investment advisers, and mutual funds on fiduciary responsibility, prohibited transactions, and regulatory compliance for tax-qualified plans and IRAs as well as plan-asset issues and transactions that may be restricted under ERISA. He assists clients with equity-based compensation and incentive pay and provides comprehensive guidance on tax-qualified plans, deferred compensation arrangements, and noncash benefits.
Joel assists public and private companies with the full spectrum of employee stock ownership plan (ESOP) transactions. He has acted as trustee’s counsel, lender’s counsel, and special corporate counsel in employee stock ownership plan transactions ranging up to $800 million. He also brings extensive experience in navigating the reforms and guidance issued by government agencies and how they impact employers’ business operations. He has represented clients before the IRS, US Department of Labor, and Pension Benefit Guaranty Corporation, and secured the first-ever IRS approval of health plan debit cards.
Joel frequently speaks on trending topics in the employee compensation and benefits legal landscape, including the latest in health plan design, workplace benefits, and executive compensation plans. He has also served as an adjunct professor in the Villanova University School of Law Graduate Tax Program for more than 35 years.