Jon has over 35 years of experience as a trusted advisor on behalf of corporations, major hospitals, not-for-profit organizations, Fiduciary Committees, and professional service firms concentrating his practice on employee benefits, ERISA, and Mergers and Acquisitions—including representation of domestic and foreign companies. Before joining Maselan & Jones, P.C. in 2011, he practiced with large law firms in Philadelphia, New York, and Chicago; was the Partner in charge of the Actuarial, Benefits, and Compensation Practice in the Boston Office of Deloitte & Touche; a shareholder and CEO of a New England-based actuarial, pension and employee benefits consulting firm; and most recently with the Retirement Practice in the Boston Office of Aon Consulting. Jon is a frequent speaker on retirement plan, pension, ERISA fiduciary matters.Jon’s experience in both large law firms and international consulting firms gives him a rounded perspective on the efficient management of employee benefits, pension, and ERISA matters by plan sponsors. His broad experience makes him uniquely qualified to advise on legal/regulatory compliance and on the practical aspects of decision making and implementation.
- Design/implementation of qualified plans, such as 401(k), 403(b), profit sharing, defined benefit, and ESOPs. Strategic design tailored to achieve corporate/legal objectives and competitiveness- Legal/regulatory compliance of qualified retirement plans under ERISA and the Internal Revenue Code.- Representation on Fiduciary matters including compliance assessments, Committee formation, training Employee Plans Compliance Resolution System(EPCRS)- Mergers & Acquisitions: Due Diligence
JD - University of Pennsylvania Law School, 1973AB - Duke University, 1970
Admitted to practice in Pennsylvania and Illinois