I help employers craft compensation programs to reward and retain key talent.
Shad is an attorney with more than 20 years of experience as an employee benefits specialist. He helps employers design and administer their employee benefit plans, including qualified retirement plans (such as 401(k) plans and ESOPs), health and welfare plans and non-qualified deferred compensation arrangements.
Prior to joining Schneider Downs, Shad served for three years in the Office of Chief Counsel of the Internal Revenue Service, where he drafted guidance on issues impacting employee benefit plan sponsors. His published guidance spans topics such as health reimbursement arrangements (HRAs); health savings accounts (HSAs); tax treatment of same-sex spouses; and employer reporting of offers of health coverage on IRS Forms 1094-C and 1095-C.
Shad advises employers on qualified plan compliance issues and executive compensation plan design, including particular expertise in the design and operation of phantom stock plans, stock appreciation rights (SARs), long-term incentive plans, and other nonqualified deferred compensation arrangements.
District of Columbia Bar
B.A. in Psychology, Augustana College
M.A. in English, Iowa State University
J.D., Yale Law School
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Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
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