Overview
Dale is chair of the Employee Benefits Practice Group. He focuses his practice on all employee benefit matters including pension, profit sharing and 401(k) planning design, operation and compliance matters, ESOPs, welfare benefit plans (e.g., group health, life, dependent care programs) design, operation and compliance matters, ERISA litigation, and multi-employer pension plans.
He serves as benefits counsel to a number of middle-market and larger companies. Dale is licensed to practice in Ohio, Iowa and Wisconsin.
Dale earned his J.D., with high distinction, from the University of Iowa College of Law in 1982, and a Ph.D. from the University of Iowa in 1978. He received an M.A. and B.A. from Cleveland State University in 1972 and 1970, respectively.
Honors & Recognition
Named leader in Ohio Employee Benefits and Executive Compensation - Chambers USA (2018-2021)
Named one of the Best Lawyers in America (2006-2021)
Selected as a Lawyer of the Year by Best Lawyers (2019)
Selected for inclusion in Ohio Super Lawyers (2005-2006, 2008, 2011-2018)
Credentials
Education
University of Iowa College of Law
University of Iowa
Cleveland State University
Admissions – State
- Ohio
Professional & Civic
Professional Activities
Ohio State Bar Association
Iowa State Bar Association
Worldwide Employee Benefits Network
ESOP Association
News & Insights
External News & Publications
"Healthcare Flexible Savings Accounts: 'Use-It-Or-Lose-It' Rule Modified," RBMA Monthly Legal Update Digest December 2013
"Health Care Reform: Practical Steps for Employers," RBMA Monthly Legal Update Digest March 2013
"Employer 'Pay or Play' Mandate in 2014 – Will it Apply to Your Business?," RBMA Monthly Legal Update Digest February 2013
"Health Care Reform: It's the Law!," RBMA Monthly Legal Update Digest December 2012
"How changes to health care laws will impact businesses in the short and long term," Smart Business Magazine, September 2012
"Department of Labor New Disclosure Rules: What Employers Need to Know," RBMA Monthly Legal Update Digest December 2011
"The IRS Announces New Pension Plan Limitations for 2012," RBMA Monthly Legal Update Digest November 2011
"Compliance Tests," Published in the Journal of Accountancy, May 2009