Andrew R. Jacobs
Andy Jacobs is a Member of the firm and concentrates his practice in the areas of employee benefits, executive compensation, tax exempt nonprofit organizations, and securities law. 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) litigating ERISA based claims; 3) the design of equity based compensation plans for key employees such as options and restricted stock; 4) advising clients regarding employee benefits issues in the merger and acquisition context; 5) drafting and designing executive and physician employment contracts; 6) advising tax exempt nonprofit organizations on corporate structure and compliance; 7) advising clients regarding Kentucky state sponsored governmental pension plans; and 8) securities law aspects of compensation plans.
Brass Tacks: Legal Services
Global Entrepreneurship Week 2019, Lexington, Kentucky, November 18, 2019
401(k) Update
Retirement Plan Legislative Update
ESOPs in Business Transfers
Affordable Care Act: Changing Landscape for Employers and Employees
Legal Implications and Considerations for Wellness Programs
Affordable Care Act Changing Landscape for Employers and Employees
Affordable Care Act and Construction Employers
ERISA Section 408(b): DOL Final Service Provider Fee Regulations
Litigating Current Issues Involving Fiduciaries and Employee Benefits Plans
2010 Health Care Reform
COBRA and HIPAA Update
Stimulus Bill Creates COBRA Subsidy
IRS Final Section 409A Regulations
New Statute Changes Nonqualified Deferred Compensation Rules
New Tax Law Changes Deferred Compensation Rules
Assisted client in voluntary withdrawal from the Kentucky Employees Retirement System.
Obtained dismissal of ERISA claims in federal court.
Represented company in the design and formation of an ESOP.
Performed due diligence and negotiated employee benefits related provisions in a stock acquisition and drafted executive employment agreements.
Advised employer concerning compliance with Affordable Care Act employer mandate provisions.
Assisted company in the termination of an underfunded defined benefit plan.
Advised nonprofit corporation in connection with its reorganization and restructuring.
Assisted in the formation of association health and investment trusts.
Retirement Plan Committee, Chair
Lexington office Businesss & Finance Group, Chair
Audit Committee, Member
International Museum of the Horse, Director
Kentucky Horse Park Foundation, Vice Chairman
Lexington Employee Benefits Council, former President
Emory University School of Law
Emory University School of Law
Vanderbilt University
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.
Martindale-Hubbell® AV-Preeminent® Peer Review Rated
Best Lawyers in America®, Corporate Law (2016-20)
Information You Need on the COVID-19 Coronavirus
Stites & Harbison has assembled a Coronavirus Response Team which consists of a cross-disciplinary task force of attorneys and critical staff members to ensure our firm remains “On the Job” for you. Updated 03/31/20
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.
Best Lawyers in America honors 72 Stites & Harbison attorneys for 2019
Kentucky Horse Park Foundation elects Andy Jacobs as Vice-Chair
Tax Reform and Sole Proprietorships, Partnerships and S Corporations
Best Lawyers in America honors 79 Stites & Harbison attorneys for 2018
How Does Right-To-Work Impact My Business?
Best Lawyers in America honors 74 Stites & Harbison attorneys for 2017
Best Lawyers honors 72 Stites & Harbison attorneys for 2016
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.
IRS announces guidance on same sex marriage and retirement plans
Ten Things Employers Should Know About Wellness Programs