Patrick J. Waltz
Attorney
Direct Telephone: 602-604-6205
Fax: 602-604-6251
Email:
waltz@usbenefitslaw.com
Practice Areas:
Employee Benefits and Executive Compensation.
Practice Areas:
Patrick Waltz began practicing in the area of employee benefits in 1999. After joining the firm in 2005, Patrick began practicing in the area of executive compensation. Patrick earned his LL.M. in Employee Benefits Law in 2001 at The John Marshal Law School. He has significant experience in virtually all aspects of employee benefits, including design, drafting, operation, correction and termination of qualified pension, profit sharing, 401(k) and cash balance plans, as well as plans for non-profit employers such as 403(b) and 457 plans. He advises employers on fiduciary issues under ERISA and counsels employers and executives on the implementation and operation of executive compensation plans and arrangements. Patrick has lectured before legal and other professionals with entities such as Lorman Education Services, Arizona Federal Tax Institute and the Western Pension Benefits Conference for which he serves as a member of the Board of Directors.
Professional and Community Activities:
Member, Arizona Bar Association
Member, Illinois State Bar Association
Member and Member of the Board of Directors, Western Pension
and Benefits Conference
Education:
Bachelor of Arts, State University of New York, 1993
Juris Doctor, The John Marshall Law School, 1999
LL.M., Employee Benefits, The John Marshall Law School, 2001
