James F. Podheiser

Chair, Employee Benefits

jpodheiser@stradley.com

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James Podheiser

Overview

Jim Podheiser is the chair of Stradley Ronon’s employee benefits practice group. He advises individuals and for-profit and nonprofit organizations of all sizes and within all industries on employee benefits law, deferred compensation arrangements, stock plans, employee vs. independent contractor issues and all aspects of ERISA. Jim’s practice in these areas encompasses plan design and administration, evaluation of plan compliance and liability issues in connection with merger, acquisition and lending transactions, and representing clients before government agencies in connection with employee plan matters.

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Results

Representative Matters

  • represented Bryn Mawr Bank Corporation, parent company of Bryn Mawr Trust Company, in connection with its various acquisitions of other financial service entities and the integration of the parties’ various employee benefit plans and programs thereafter
  • handled employee benefits matters for a snack food manufacturer in connection with its sale to a producer and marketer of packaged baked goods
  • represented an Eastern Pennsylvania-based bank in connection with its acquisition by another Eastern Pennsylvania bank
  • represented Customers Bancorp, parent company of Customers Bank, in the successful $90 million underwritten public offering of common stock and specifically in connection with the design and implementation of various equity incentive plans
  • represented several employer-sponsors of pension and 401(k) plans before the Internal Revenue Service in securing relief from potential plan disqualification pursuant to the Voluntary Correction Program
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Credentials

Bar Admissions
  • Pennsylvania
Court Admissions
  • Pennsylvania Supreme Court
  • U.S. District Court for the Eastern District of Pennsylvania
  • U.S. Tax Court
Education
  • J.D., Widener University School of Law
  • LL.M. in Taxation, Georgetown University Law Center
  • B.A., University of Pennsylvania
Memberships

  • Tax Section and Employee Benefits Committee, American Bar Association, Section of Taxation
  • Philadelphia Bar Association

Speaking Engagements

  • Speaker, “Equity Incentives for High-Tech Companies,” Society of Financial Professionals
  • Speaker, “Section 409A: Living With The New Deferred Compensation Rules,” Pennsylvania Institute of Certified Public Accountants
  • Speaker, “Goodbye Medical Savings Accounts, Hello Health Savings Accounts, Health Reimburement Accounts and Flexible Savings Accounts,” Lorman Education Services
  • Speaker, “Golden Parachutes Under The New Proposed Regulations,” Pennsylvania Bar Institute
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