Cozen O’Connor: Kaplan, Robert S.

Robert S. Kaplan

Member

Philadelphia

(215) 665-2067

(215) 665-2013

Recent Publication:

Five Ways to Simplify Your Employee Benefit Plan Administration For 2020 and Beyond [HR Headaches Blog]

As we get ready for 2020 (and beyond) here are five hot employee benefits ideas to implement in order to make your employee benefit plan administration easier: 1. Adopt (or update) Cafeteria Plan and Wrap Plan Document for Health and Welfare Arrangements In order to allow employees to choose...

Rob has more than a decade of experience working to counsel clients on the intricacies of employee-benefit and executive compensation matters. Rob advises employee benefit plan sponsors, advisers, and other service providers on plan design, amendment, termination, administration, and governance. He also counsels clients on ERISA fiduciary matters affecting tax-qualified and non-qualified retirement, deferred compensation, severance, and welfare plans. Rob regularly represents clients before the IRS, Pension Benefit Guaranty Corporation, and Department of Labor.

Rob analyzes employee benefits and executive compensation components of corporate transactions, including drafting employment agreements, transaction awards, and severance agreements, and designing incentive compensation plans for executives.

Prior to his legal career, Rob worked in the investment and retirement services industry.

 

Experience

News

Robert S. Kaplan Signs-On to Cozen O’Connor‘s Growing Labor and Employment Practice

July 10, 2019

Kaplan has experience as a former investment and retirement services professional and now advises employers, benefit plan sponsors, and other service providers on employee benefits (ERISA) and executive compensation-related legal and tax issues.

Publications

Five Ways to Simplify Your Employee Benefit Plan Administration For 2020 and Beyond [HR Headaches Blog]

November 25, 2019

As we get ready for 2020 (and beyond) here are five hot employee benefits ideas to implement in order to make your employee benefit plan administration easier: 1. Adopt (or update) Cafeteria Plan and Wrap Plan Document for Health and Welfare Arrangements In order to allow employees to choose...

IRS Sets March 31, 2020 Deadline for 403(b) Plan Document Compliance [HR Headaches Blog]

October 04, 2019

The United States Internal Revenue Service (the “IRS”) has released Revenue Procedure 2019-39, which sets forth a March 31, 2020 deadline by which tax-qualified 403(b) plans must have plan documents that fully comply with the 403(b) requirements.  A 403(b) plan is a tax-qualified defined...

Education

  • Temple University School of Law, J.D., 2006
  • Pennsylvania State University, B.S., magna cum laude, 2003

Awards & Honors

ASPPA Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA)

  • Pennsylvania
  • New Jersey

ASPPA Benefits Council of Greater Philadelphia, Board of Directors, 2013-2019; President 2019-Present