David L. Wolfe is a partner and member of the Employee Benefits & Executive Compensation Practice Group. He represents clients in a full spectrum of industries with an emphasis on tax-exempt organizations. He is a co-founder and member of the Steering Committee for the development and continuing sponsorship of the HR/Hospital Advisory Board (co-sponsored by Deloitte) for senior HR executives in tax-exempt health care systems.
David is a prolific speaker and writer. He has written on a variety of tax topics in a number of publications including the DePaul Law Review, Akron Law Review, CCH Financial and Estate Planning Reporter, The Practical Lawyer, Legal Checklists, Chicago Bar Record, IICLE Handbooks (on S Corporations and Employee Benefits Law), IICLE, ISBA and ABA outlines and the ISBA Employee Benefits Section Newsletter. He has co-authored three chapters in the Health Care Industry volume published through the CCH Tax Transactions Library. He has been published in the Employee Benefits Journal, Plan Sponsor, Tax Analysts, ERISA Compliance & Enforcement Strategy Guide, Retirement Planning andPlan Sponsor Magazine.
David has sponsored and presented more than 100 Breakfast Briefings as a service to clients and colleagues. He uses these free seminars as an opportunity to update clients on current employee benefits issues that may affect them. He has also served as a lecturer for National Institutes and meetings of the American Bar Association, programs sponsored by the Illinois Institute for Continuing Legal Education and the Employee Benefits Section Council of the Illinois State Bar Association, various committees of the Chicago Bar Association, American Association of Homes and Services for the Aging, the Michigan Association of Certified Public Accountants, Conference of Consulting Actuaries, Indiana Pension Conference, Illinois Hospital Association, Enrolled Actuaries, Benefits Management Forum & Expo, Metropolitan Chicago Healthcare Council, Worldwide Employee Benefits Network and the Society for Human Resource Management, speaking on a wide variety of employee benefit issues.
David engages in a broad-based practice covering tax-qualified plans and executive compensation. Specifically his practice focuses on benefits issues for tax-exempt clients, U.S. benefits for international clients, global stock arrangements, reducing ERISA litigation and fiduciary liability exposure, cash balance and other hybrid pension arrangements, legal compliance reviews, executive compensation, incentive pay arrangements and the corporate governance of benefit plans.
Since 2000, David has been recognized in The Best Lawyers in America® (published by Corporate Counsel) in Employment Benefits Law. He is also past chair of the Employee Benefits Section Council of the Illinois State Bar Association. He is also recognized as one of Chambers USA 2006 - 2010 "Leaders in their Field" for Employee Benefits. From 2007 - 2010, David was named a "Super Lawyer" in the field of Employment and Labor, Employee Benefits/ERISA. In 2011, David was inducted as a Fellow into the American College of Employee Benefits Counsel.
In General. David received his J.D. degree cum laude from the University of Michigan in 1976. He is a 1973 graduate of the University of Illinois with highest honors, and has been a Certified Public Accountant since 1973.
David and his wife, Gail, live in Park Ridge, IL. They have three children.
Publications
3/20/2012, Upcoming IRS Guidance Regarding the Nonqualified Deferred Compensation Plans of Tax-Exempt Organizations
Employee Benefits & Executive Compensation Client Alert
David Wolfe
5/20/2011, Restrictive IRS Guidance for 457(f) Plans Likely to be Issued in 2011
Employee Benefits & Executive Compensation Alert
Joshua Waldbeser, David Wolfe
8/13/2007, Tax-Exempt Organizations Beware: Restrictive New IRS Section 457(f) Guidance is Coming
Employee Benefits & Executive Compensation Client Memorandum
David Wolfe
7/25/2006, IRS Initiative on Compensation of Exempt Organizations' Executives
Employee Benefits & Executive Compensation Client Memorandum
David Wolfe
6/20/2006, Investigations Into Stock Options Spur Companies to Review Their Own Practices
Employee Benefits & Executive Compensation Client Memorandum
David Wolfe
6/14/2006, GAO Survey of Nonprofit Hospitals Latest Step in Congressional Investigation of Tax-Exempt Organizations
Tax Analysts
David Wolfe
5/31/2006, Further IRS Section 409A Guidance and Possible Impact on 2006 Amendment Deadline
Employee Benefits & Executive Compensation Alert
David Wolfe
5/1/2006, Internal Revenue Code Section 409A: IRS Issues Transitional Relief for Offshore Trusts and Plans with Financial Triggers
Employe Benefits & Executive Compensation Client Memorandum
David Wolfe
4/19/2006, GAO Examines Executive Compensation Issues at Tax-Exempt Hospitals
Employee Benefits & Executive Compensation Alert
David Wolfe
3/24/2005, What You Need to Know About the Final 401(k) and 401(m) Regulations
Employee Benefits & Executive Compensation Client Memorandum
David Wolfe
9/24/2004, Nonqualified Deferred Compensation Plans - What Should You Be Doing Now?
Employee Benefits & Executive Compensation Client Memorandum
David Wolfe
8/24/2004, Current Considerations and New Challenges for ERISA §404(c) Compliance
ERISA Compliance & Enforcement Strategy Guide
David Wolfe
9/9/2003, Internal Fiduciaries Gain New Roles Post-Enron
Retirement Planning
Kathleen Adams, David Wolfe
3/28/2003, Expensing Stock Options: Ten Predictions for 2003 and Beyond
Employee Benefit Plan Review
David Wolfe
3/1/2003, Prudence and Diversification Revisited - ERISA Section 404(c) Protection in the Wake of Enron
Employee Benefits Journal
David Wolfe
12/2/2002, Forewarned and Forearmed
Plan Sponsor Magazine
David Wolfe
11/30/2002, The Era of Corporate Governance
Employee Benefit Plan Review
David Wolfe
10/28/2002, Securing Benefits in an Insecure Time
The Employee Benefits Journal
David Wolfe
Speaking Engagements
12/8/2011, Drinker Biddle
"Compensation and Benefits for Employed Physicians"
Jennifer Breuer, John D'Andrea, Linda Moroney, David Wolfe
12/6/2011, Drinker Biddle
"Compensation and Benefits for Employed Physicians"
Jennifer Breuer, John D'Andrea, Linda Moroney, David Wolfe
6/7/2011, Re-engineering Your Retirement Plan For The 21st Century
David Wolfe, Chicago, IL
4/28/2011, Employee Benefits Webinar
"Income Replacement Solutions are Coming: Are You Ready?"
Bruce Ashton, David Wolfe, Chicago, IL
4/13/2011, Healthcare Executive and Physician Compensation Seminar
"How Does Your Organization's Executive and Physician Compensation Package Measure Up"
Michael Rosenbaum, Douglas Swill, David Wolfe, Chicago, IL
3/10/2011, 7th Annual Retirement Plan Survey
"Trends and Insights: Focusing on the Fiduciary Agenda"
David Wolfe, Chicago, IL
3/6/2011, The ASPPA 401(k) Summit
"Mastering Opportunities in the Not-for-Profit Markets"
David Wolfe, Las Vegas, NV
9/8/2010, Rx for Executive Compensation and Governance in a New Age
David Wolfe, Chicago, IL
6/23/2010, Physician Compensation Day
David Wolfe, Chicago, IL
6/2/2010, Employee Benefits Webinar
"Risky Business: Failure to Meet the New ERISA Standards"
David Wolfe
5/14/2010, Genesis Heart Institute
"Holmes Murphy Health Care Reform Seminar"
David Wolfe, Sarah Millar, Davenport, IA
4/13/2010, Health Care Executive and Physician Compensation Seminar
"The Total Remuneration of Executives in Not-For-Profit Healthcare Organizations"
David Wolfe, Chicago, IL
4/12/2010, Healthcare Executive Compensation Seminar
"How Does Your Organization's Executive Compensation Package Measure Up"
Michael Rosenbaum, David Wolfe, Douglas Swill, Chicago, IL
4/8/2010, 6th Annual Retirement Plan Survey
David Wolfe
1/27/2010, NTSAA 2010 National Conference
"Turning 2009 Changes Into 2010 Client Relationships and Sales Opportunities -- A Cinematic Journey Through The Ever-Changing 403(b) Landscape"
David Wolfe, Indian Wells, CA
1/20/2010, Executive Compensation Healthcare Briefing
"IRS Hospital Report: Is Your Organization Prepared?"
Michael Rosenbaum, David Wolfe, Miami, FL
9/24/2009, Employee Benefits Webinar
"20 Questions That Church Plan Sponsors Should be Considering as They Move Toward 2010"
Michael Rosenbaum, David Wolfe
9/22/2009, The Compensation of Executives in Not-for-Profit Healthcare Organizations
Michael Rosenbaum, David Wolfe, Philadelphia, PA
4/20/2009, The Compensation of Executives in Not-for-Profit Healthcare Organizations
David Wolfe, Michael Rosenbaum, Chicago, IL
4/14/2009, Fiduciary Institute for Turbulent Times
David Wolfe, Michael Rosenbaum, Mark Furlane, Chicago, IL
2/10/2009, Executive Compensation Healthcare Briefing
"IRS Hospital Report: Is Your Organization Prepared?"
Michael Rosenbaum, David Wolfe, Orlando, FL
11/17/2008, Plan Sponsor Defined Contribution Summit
"Fiduciary Responsibilities/Duties Best Practices"
David Wolfe, Miami, FL
10/28/2008, 403(b) Retirement Plans
"Examining the New 403(b) Landscape"
David Wolfe, Washington, DC
9/24/2008, Plan Sponsor Advisors Conference
"Decision '08: Elect the Best Retirement Plan"
Lori Shannon, David Wolfe, Chicago, IL
9/18/2008, Operating in the 403(b) Regulatory Environment
"A Handbook for Service Providers to Meet the Requirements and Retain Business"
David Wolfe
7/23/2008, Employee Benefits Webinar
"Investments, Defined Benefit Matching and Liabilities in an Uncertain World"
David Wolfe
4/30/2008, Defined Benefits Worshop
"DB Investments in Light of PPA"
David Wolfe, Joan Neri, Chicago, IL
4/14/2008, The Compensation of Executives in Not-for-Profit Healthcare Organizations
David Wolfe, Michael Rosenbaum, Chicago, IL
4/1/2008, 2008 Enrolled Actuaries Meeting
"Hot Benefit Issues for Tax-Exempt Organizations"
Michael Rosenbaum, David Wolfe
3/31/2008, Plan Sponsors Summit on Qualified Default Investment Alternatives
"QDIAs - 2008, Answering the Basic Questions (and More)"
David Wolfe, Boston, MA
3/6/2008, PPA Check-Up 2008
David Wolfe, Joan Neri, Chicago, IL
11/13/2007, Nonqualified 457(f) Plans 2008 - Reports of Their Demise Are Greatly Exaggerated
David Wolfe
9/25/2007, Employee Benefits Webinar
"Section 409A - The Practical Steps you Need to Take Before December 31, 2007"
David Wolfe
9/18/2007, QDIA Investment Options Under the Pension Protection Act
David Wolfe, Chicago, IL
9/17/2007, The Compensation of Executives in Not-for-Profit Healthcare Organizations
"How Does Your Organization's Executive Compensation Package Measure Up?"
Michael Rosenbaum, David Wolfe, Chicago, IL
9/17/2007, 20th Anniversary Benefits Management Forum and Expo
"Hot Benefit Issues for Tax-Exempt Organization"
Michael Rosenbaum, David Wolfe, Dallas, TX
8/22/2007, What You Need to Do to Comply with the New Section 403(b) Regulations
David Wolfe, Michael Rosenbaum, Chicago, IL
8/7/2007, IRS 403(b) Regulations Luncheon
David Wolfe, Oak Brook, IL
3/8/2007, Employee Benefits Seminar
"Handcuffs, Carrots, Belts & Suspenders: Executive Compensation 2007
Troy Calkins, George McKann, David Wolfe, Chicago, IL
11/8/2006, AHA Speech
"The Pension Protection Act of 2006"
David Wolfe
11/1/2006, 457(f) and 409A Update
David Wolfe
9/21/2006, The New Face of 401(k) Plans
David Wolfe, Chicago, IL
9/12/2006, Pension Reform: Radical Change in Retirement
David Wolfe, Chicago, IL
5/4/2006, Current Issues Facing Plan Fiduciaries
Michael Rosenbaum, David Wolfe, Chicago, IL
4/13/2006, Pension Reform and the Future of Pension Security
David Wolfe, Chicago, IL
1/31/2006, The Dynamics of Private Equity Investing
David Wolfe, Quin Frazer, Chicago, IL
1/18/2006, Best Practices in Retirement Plan Vendor Searches
David Wolfe, Chicago, IL
11/30/2005, Retirement Plan Seminar
David Wolfe, Rosement, IL
11/18/2005, The New Corporate Campaign: Charity Care and Billing Practices
Stephanie Gournis, K. Bruce Stickler, David Wolfe, Chicago, IL
10/7/2005, Illinois Hospital Association Conference
"Compensation and Governance Issues in Healthcare"
Michael Rosenbaum, T.J. Sullivan, David Wolfe, Naperville, IL