Mark L. Mathis, JD, LLM
Mark L. Mathis is a partner in FisherBroyles’ Employee Benefits practice. Mr. Mathis assists clients with a broad array of employee benefits issues that employers face in connection with the establishment, on-going administration, redesign, and termination of tax-qualified retirement plans such as traditional and cash balance and other hybrid-defined benefits plans, defined contribution plans like a 401(k) plan, welfare benefit plans, and executive compensation arrangements.
Mr. Mathis works with in-house counsel, HR staff, and outside service providers (such as actuaries, third-party administrators, and investment consultants) to provide advice on day-to-day issues and integrated solutions to fit clients’ needs. Mr. Mathis is often uniquely positioned to add value by understanding the history of clients’ benefits structures, the overall direction of clients’ benefits offerings, and clients’ tolerances for risk. He regularly deals with emerging trends and issues unique to a particular geographic region or industry, including high tech and biosciences companies, energy sector clients, air carriers, defense contractors, logistics and express delivery companies, bankrupt entities, and enterprises with collectively bargained employees.
In addition to addressing employee benefits issues in connection with major corporate events, Mr. Mathis regularly advises clients integrating benefit offering following major corporate events such as a merger. His experience with both relatively simple integrations and the most complex matters enables him to deliver a high degree of value.
Mr. Mathis is equally well suited for advising clients on novel issues by bringing to bear his knowledge of federal tax laws; the Employee Retirement Income Security Act (ERISA), including ERISA’s fiduciary provisions; and the various other laws and standards that interact with clients’ benefits offerings such as federal securities laws, financial accounting standards, and state laws. These engagements often involve particularly sensitive issues and/or a high degree of risk.
Prior to earning his LL.M. in taxation (with a Certificate in Employee Benefits Law) at Georgetown University Law Center, Mr. Mathis earned his J.D., with honors, at South Texas College of Law and his B.A. in economics at Arizona State University. Mr. Mathis regularly publishes articles of interest in the employee benefits area and often speaks on topics of interest.