Member

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.

Recent News, Articles & Speaking Engagements

Information You Need on the COVID-19 Coronavirus

Retirement Plan Excessive Fee Litigation is on the Rise

Brass Tacks: Legal Services

Global Entrepreneurship Week 2019, Lexington, Kentucky, November 18, 2019

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

Audit Committee, Member

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 (2016-21)

Mhicon
Jacobs Best Law2021
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