125

Joseph E. Simpson

Counsel
  • Rochester
  • 585.231.1408
  •   •     •     •  

Joe Simpson’s experience includes:

  • Advising clients regarding documentation and operation of 401(k), 403(b), and 457(b) plans.
  • Advising clients regarding correction and compliance issues for 401(k), 403(b), and 457(b) plans.
  • Representing clients in connection with IRS and DOL audits of retirement plans.
  • Representing clients in connection with the IRS Voluntary Correction Program.
  • Advising clients regarding fiduciary duties under ERISA for 401(k), 403(b), and other defined contribution plans.
  • Analyzing nonqualified deferred compensation issues for executives of for-profit and tax-exempt entities for compliance with sections 409A and 457 of the Internal Revenue Code.
  • Advising businesses and employee benefit plans on tax reporting and withholding obligations.

PROFESSIONAL & CIVIC AFFILIATIONS

  • Member, American Bar Association

PRACTICE AREAS

ADMISSIONS

  • New York

EDUCATION

  • Cornell Law School, cum laude, J.D.
  • Knox College, magna cum laude, B.A. with honors in mathematics
HSE Law
125
Joseph E. Simpson
Counsel
jsimpson@hselaw.com
tel: 585.231.1408
fax: 585.232.2152

Joe Simpson’s experience includes:

  • Advising clients regarding documentation and operation of 401(k), 403(b), and 457(b) plans.
  • Advising clients regarding correction and compliance issues for 401(k), 403(b), and 457(b) plans.
  • Representing clients in connection with IRS and DOL audits of retirement plans.
  • Representing clients in connection with the IRS Voluntary Correction Program.
  • Advising clients regarding fiduciary duties under ERISA for 401(k), 403(b), and other defined contribution plans.
  • Analyzing nonqualified deferred compensation issues for executives of for-profit and tax-exempt entities for compliance with sections 409A and 457 of the Internal Revenue Code.
  • Advising businesses and employee benefit plans on tax reporting and withholding obligations.

Professional & Civic Affiliations

  • Member, American Bar Association

Admissions

  • New York

Education

  • Cornell Law School, cum laude, J.D.
  • Knox College, magna cum laude, B.A. with honors in mathematics

Disclaimer

This website presents only general information not intended as legal advice. Although we encourage calls, letters and emails from prospective clients, please keep in mind that merely contacting Harter Secrest & Emery LLP (HSE) does not establish an attorney-client relationship between us. Confidential information should not be sent to HSE until you have been notified in writing by HSE that a formal attorney-client relationship has been established. Information sent to us before then may not be treated as confidential by HSE or the court.

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