Employee Benefits and Executive Compensation

Financial Institutions

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Stevens & Lee advises clients on the contractual, tax, regulatory, change-in-control and fiduciary issues presented in employee benefits packages and executive compensation plans. We assist clients in the design and implementation of employment contracts, stock-based compensation plans, both qualified and non-qualified pension and welfare benefit programs and other executive compensation arrangements. We monitor all new industry developments, particularly as they pertain to financial institutions and counsel board compensation committees on best practices and peer group comparisons. We advise clients on compliance with evolving Treasury and SEC guidelines, as well as on the administration of deferred compensation programs to comply with IRC Section 409A. We also represent financial institutions in benefit integration issues following acquisitions and reductions in force.

Stevens & Lee has particular skill in working with financial services clients in developing compensation programs that provide varying degrees of benefits and compensation opportunities to all levels of employees through the combination of retirement and welfare benefits, executive compensation agreements, non-qualified deferred compensation and cash and equity-based incentive plans. Our full-service approach also provides financial analysis to executives with respect to stock option valuation and golden parachute excise tax calculations.

Equity incentive programs created for financial institutions include basic incentive and non-qualified stock option plans, as well as restricted stock, performance unit and phantom stock programs. We have implemented a number of employee stock purchase plans as a complement to an overall compensation program to provide employees with additional equity acquisition opportunities.

Adams_Steve

Steven J. Adams

Shareholder

sja@stevenslee.com

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Reading: 610.478.2133

Ballarotto_Jacob

Jacob E. Ballarotto

Associate

jeb@stevenslee.com

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Princeton: 609.243.6438

Bradshaw_Mark

Mark D. Bradshaw

Shareholder

mdb@stevenslee.com

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Harrisburg Market Square: 717.255.7357

Christensen_Megan

Megan M. Christensen

Shareholder

mmc@stevenslee.com

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Princeton: 609.987.5330

Demers_Tim

Timothy F. Demers

Of Counsel

tfd@stevenslee.com

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Reading: 610.478.2167

Dugan_Ken

Kenneth R. Dugan

Shareholder

krd@stevenslee.com

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Reading: 610.478.2163

Franek_Mark

Mark C. Franek

Associate

mcf@stevenslee.com

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Valley Forge: 610.205.6029

Gill_Sunjeet

Sunjeet S. Gill

Shareholder

ssg@stevenslee.com

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Valley Forge: 610.205.6076

Philadelphia: 610.205.6076

Harenza_Chuck

Charles F. Harenza

Shareholder

cfh@stevenslee.com

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Reading: 610.478.2091

Hirneisen_Craig

Craig A. Hirneisen

Associate

cah@stevenslee.com

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Reading: 610.478.2229

Hogan_Ned

Edward C. Hogan

Shareholder

ech@stevenslee.com

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Princeton: 609.243.6434

Huyett_Dan

Daniel B. Huyett

dbh@stevenslee.com

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Philadelphia: 215.575.0100

Reading: 610.478.2219

Kelso_Wes

Wesley R. Kelso

Shareholder

wrk@stevenslee.com

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Lancaster: 610.478.2242

Kovan_Christine

Christine M. Kovan

Counsel

cmk@stevenslee.com

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Valley Forge: 610.205.6038

krulewicz_david

E. David Krulewicz

Associate

edk@stevenslee.com

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Princeton: 609.243.6430

Lewis_Tom

Thomas B. Lewis

Shareholder

tbl@stevenslee.com

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Princeton: 609.987.5335

Longacre_Jim

James B. Longacre

Shareholder

jbl@stevenslee.com

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Reading: 610.478.2293

McElligott_Lisa

Lisa M. McElligott Miller

Shareholder

lmm@stevenslee.com

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Reading: 610.478.2192

Mitchell_Brad

Bradley L. Mitchell

Shareholder

blm@stevenslee.com

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Princeton: 609.987.6680

New York: 646.254.6385

Renenger_Ed

Edward C. Renenger

Shareholder

ecr@stevenslee.com

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Reading: 610.478.2238

Robinson_Eric

Eric M. Robinson

Shareholder

emr@stevenslee.com

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New York: 212.537.0408

Sabatino_Frank

Frank C. Sabatino

Shareholder

fcs@stevenslee.com

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Philadelphia: 215.751.2884

Scheim_Charlie

Charles C. Scheim

Shareholder

ccs@stevenslee.com

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Reading: 610.478.2282

Schieber_Paul

Paul H. Schieber

Shareholder

phs@stevenslee.com

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Valley Forge: 610.205.6040

Schur_Neil

Neil C. Schur

Shareholder

ncsc@stevenslee.com

vcard

Philadelphia: 215.751.1944

Scobie_Jonathan

Jonathan A. Scobie

Associate

jasc@stevenslee.com

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Princeton: 609.987.6656

daveswartz

David W. Swartz

Shareholder

dws@stevenslee.com

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Reading: 610.478.2184

Thornton_Bill

William P. Thornton, Jr.

Shareholder

wpt@stevenslee.com

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Philadelphia: 215.496.3820

Reading: 610.478.2020

Zuidema_Adam

Adam M. Zuidema

Associate

amz@stevenslee.com

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Reading: 610.478.2155

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