Member

Andrew R. Jacobs

Andy Jacobs is a Member of the firm and concentrates his practice in the areas of employee benefits, executive compensation, and tax exempt nonprofit organizations. While he practices out of the firm's Lexington office, he works with clients in all Stites & Harbison offices. His practice includes: 1) assisting clients in the design, drafting and operation of qualified retirement plans, ESOPs, 403(b) plans, 457 plans, nonqualified deferred compensation plans, health and welfare plans, and cafeteria plans; 2) the design of equity based compensation plans for key employees; 3) advising clients regarding employee benefits issues in the merger and acquisition context; 4) drafting and designing executive and physician employment contracts; 5) advising tax exempt nonprofit organizations on corporate structure and compliance; and 6) advising clients regarding Kentucky state sponsored governmental pension plans.

Recent News, Articles & Speaking Engagements

401(k) Update

presentation, UBS Conference, Lexington, KY, August 2018

Retirement Plan Legislative Update

presentation, UBS Conference, Lexington, KY, August 2017

ESOPs in Business Transfers

presentation, UBS Conference, Lexington, KY, June 2017

Affordable Care Act: Changing Landscape for Employers and Employees

presented at Neace Lukens insurance brokers conference, April 2015, Louisville, Kentucky

Affordable Care Act: Changing Landscape for Employers and Employees

IRS announces guidance on same sex marriage and retirement plans

Ten Things Employers Should Know About Wellness Programs

Legal Implications and Considerations for Wellness Programs

Nexxus Conference sponsored by Applied Health Analytics, September 2013, Nashville, Tennessee.

Affordable Care Act Changing Landscape for Employers and Employees

SHRM Conference, August 2013, Prestonsburg, Kentucky.

Affordable Care Act and Construction Employers

Southeastern Steel Fabricators Conference, June 2013, Ponte Vedra, Florida

ERISA Section 408(b): DOL Final Service Provider Fee Regulations

Louisville Employee Benefits Council, February 2012, Louisville, Kentucky

Litigating Current Issues Involving Fiduciaries and Employee Benefits Plans

presented at conference hosted by Unified Trust Company, September 2011

2010 Health Care Reform

Lexington Employee Benefits Council, April 2010, Lexington, Kentucky

COBRA and HIPAA Update

Kentucky Chamber of Commerce Annual Human Resources Seminar, June 2009, Lexington, Kentucky

Stimulus Bill Creates COBRA Subsidy

Kentucky Chamber of Commerce ADA, FMLA and COBRA Update Seminar, Spring 2009, Lexington, Kentucky

IRS Final Section 409A Regulations

presented to Lexington Society of Financial Planners, November 2007

New Statute Changes Nonqualified Deferred Compensation Rules

Kentucky Bar Association magazine, Bench and Bar, July 2005

New Tax Law Changes Deferred Compensation Rules

Kentucky Banker Magazine, December 2004
Recent Assignments
Bar Admissions
Georgia
Kentucky
Firm Leadership

Retirement Plan Committee, Chair

Lexington office Businesss & Finance Group, Chair

Memberships
American Bar Association
Lexington Employee Benefits Council
Kentucky Bar Association
Georgia Bar Association
Community Involvement

International Museum of the Horse, Director

Kentucky Horse Park Foundation, Vice Chairman

Lexington Employee Benefits Council, former President

Education
More Than Stites & Harbison

Andy has served as President of the Lexington Employee Benefits Council. He currently serves as the Vice Chairman of the Kentucky Horse Park Foundation and on the board of directors of the International Museum of the Horse at the Kentucky Horse Park. Andy enjoys golf and running.

Accolades

Martindale-Hubbell® AV-Preeminent® Peer Review Rated

Best Lawyers in America®, Corporate Law (2016-20)

Mhicon
Jacobs Best Law2020
See more related to Andrew R. Jacobs
Press Releases

Best Lawyers in America Honors 75 Stites & Harbison attorneys for 2020

LOUISVILLE, Ky.—The Best Lawyers in America© 2020 has recognized 75 Stites & Harbison, PLLC attorneys as selected by their peers in 49 areas of practice. Forty-three of those attorneys selected have been honored for 10 consecutive years or more.

by Stites & Harbison, PLLC August 22, 2019
Press Releases

Best Lawyers in America honors 72 Stites & Harbison attorneys for 2019

LOUISVILLE, Ky.—The Best Lawyers in America© 2019 has recognized 72 Stites & Harbison, PLLC attorneys as selected by their peers in 49 areas of practice. Forty-two of those attorneys selected have been honored for 1...
by Stites & Harbison, PLLC August 16, 2018
Press Releases

Kentucky Horse Park Foundation elects Andy Jacobs as Vice-Chair

LEXINGTON, Ky.—The Kentucky Horse Park Foundation recently elected Stites & Harbison, PLLC attorney Andy Jacobs as Vice-Chair of its Board of Directors. Jacobs is a Member (Partner) of Stites & Harbison based in Lexington, Ky...
by Stites & Harbison, PLLC August 07, 2018
Client Alerts

Tax Reform and Sole Proprietorships, Partnerships and S Corporations

Much attention has been paid to the doubling of the standard deduction as well as the lowering of the corporate tax rates contained in the Tax Cuts and Jobs Act of 2017 (the “Act”). The...
by Andrew R. Jacobs and Herbert B. Wolf Jr. (Bert) January 03, 2018
Press Releases

Best Lawyers in America honors 79 Stites & Harbison attorneys for 2018

LOUISVILLE, Ky.—The Best Lawyers in America© 2018 has recognized 79 Stites & Harbison, PLLC attorneys as selected by their peers in 51 areas of practice. The number of honorees increased since last year, 74 to...
by Stites & Harbison, PLLC August 17, 2017
Events

How Does Right-To-Work Impact My Business?

Presented by the Kentucky Automotive Industry Association and Stites & Harbison, PLLC Time: 2:30 p.m. EST (1:30 p.m. CST) Confused about how right-to-work will affect your business? How to apply the opt-in law for union...
Andrew R. Jacobs January 13, 2017
Press Releases

Best Lawyers in America honors 74 Stites & Harbison attorneys for 2017

LOUISVILLE, Ky.—The Best Lawyers in America© 2017 has recognized 74 Stites & Harbison, PLLC attorneys as selected by their peers in 51 areas of practice. The Best Lawyers in America© is a nationally recognized referral...
by Stites & Harbison, PLLC August 29, 2016
Press Releases

Best Lawyers honors 72 Stites & Harbison attorneys for 2016

(image) LOUISVILLE, Ky.—The Best Lawyers in America® 2016 has recognized 72 Stites & Harbison, PLLC attorneys as selected by their peers in 50 areas of practice. The Best Lawyers in America® is a nationally recognized...
by Stites & Harbison, PLLC August 20, 2015
Presentations

Affordable Care Act: Changing Landscape for Employers and Employees

Andy Jacobs gives an overview of the Employer Mandate and how it fits into the Affordable Care Act.

by Andrew R. Jacobs October 02, 2014
Client Alerts

IRS announces guidance on same sex marriage and retirement plans

On April 4, 2014, the IRS issued long awaited guidance on the application of the U.S. Supreme Court’s decision in United States v. Windsor on June 26, 2013, concerning same sex marriage to qualified...
by Andrew R. Jacobs April 08, 2014
Articles

Ten Things Employers Should Know About Wellness Programs

In recent years, many employers have instituted employee wellness programs to encourage good health, lower medical costs, and improve employee productivity and attendance. Initially, large employers were the primary proponents of wellness plans, but...
by Andrew R. Jacobs February 04, 2014