Barran Liebman

Jeffrey G. Robertson

Jeffrey G. Robertson
Partner

Barran Liebman LLP
601 SW 2nd Avenue, Suite 2300
Portland, Oregon 97204

Direct Dial: 503-276-2140
Fax: 503-274-1212

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Jeffrey Robertson represents employers in the drafting, design and growth of retirement and health plans, as well as compensation advice for executive compensation and §409A compliance. He counsels private employers, municipalities and multi-employer pension and benefit trusts, in all aspects of the design, tax qualification and ERISA compliance of retirement plans, executive compensation, and health and welfare benefit plans. Since 2009, he has been listed in The Best Lawyers in America. He earned his law degree from Indiana University, where he graduated magna cum laude, and is admitted to practice law in Oregon and Washington. He is also a certified public accountant. In addition, Jeffrey is a nationally recognized writer and speaker.

Professional Experience and Affiliations

  • Listed in Oregon Super Lawyer Magazine, Rising Star (2011)
  • Selected for Inclusion in The Best Lawyers in America
  • Trustee, Portland Police and Fire Disability Fund
  • Certified Public Accountant
  • Board Member, Northwest Earth Institute
  • Former Board of Directors Member, Western Pension and Benefits Conference (2006 - 2007)
  • Board of Directors of Rose Villa, Inc.

Featured Publications

Representative Matters

  • Design and representation of Multiple Employer 401(k) Plan and Trust
  • Counsel and assistance to multiemployer pension plan regarding Critical Status Notice and Funding Deficiency under Pension Protection Act
  • Design executive compensation plan under §409A
  • Counsel to self-funded multiple employer health and welfare arrangement
  • Assist in funding and design strategy for frozen defined benefit pension plan for plan termination
  • Provide employee benefits counsel to multinational entity regarding international benefits plan
  • Design and implementation of Employee Stock Ownership Plan

Featured Presentations

  • 09/22/2011 - Barran Liebman LLP Annual Seminar. How to Determine if Your Company Will Keep a Health Plan in 2014 and Beyond.
  • 06/03/2011 - Oregon Law Institute: How the New Healthcare Reform Law Affects Employers
  • 02/11/2011 - SDAO: Health Care Reform
  • 01/07/2011 - Oregon Self Insurance Association's 2011 Economic and Workers Compensation Industry Breakfast: Health Care Reform Update
  • 11/03/2010 - Barran Liebman Food For Thought Breakfast Seminar: Health Care Reform After the Midterms: What to Expect for 2011 & Beyond
  • 10/08/2010 - Annual Payroll Statewide Conference: What Employers Should Know for Now & for the Future
  • 09/22/2010 - Health Care Reform and the Effect on the Workplace
  • 09/15/2010 - NAGDCA Conference: Fiduciary Responsibility
  • 07/13/2010 - Health Reform Update
  • 06/16/2010 - Health Reform - What Employers Should Know for Now & for the Future
  • 12/02/2010 - Xenium Human Recourse Consulting: Health Care Reform Update
  • 03/04/2009 - New COBRA Subsidy Requirements: The Nuts & Bolts of the Subsidy, Tax Credits, & Required Model Forms
  • 02/03/2009 - PHRMA Spring Study Group
  • 2008 - Portland Chapter Western Pension & Benefits Conference: Domestic Partnership
  • 2007 - Portland Association of Health Underwriters: Health Savings Accounts
  • 2007 - Western Pension Benefits Conference: Fundamentals of Employee Welfare Benefit Plans
  • 2007 - Oregon State Bar and American Corporate Counsel Association: Sarbanes-Oxley Act

Practice Areas

Bar Admissions

  • Oregon
  • Washington

Academics

  • Indiana University, Bloomington, School of Law (J.D. magna cum laude) Order of the Coif; Managing Editor, Indiana Law Review
  • University of Washington (B.A.)