Groom Law Group, Chartered

Groom Law Group, Chartered, which is based in Washington DC, is one of the few boutique firms which specializes in employee benefits, health, and retirement law. The firm engages in a wide range of matters, including high-level policy work; the employers and sponsors practice group is co-chaired by David Levine and Malcolm Slee. Among a wide variety of matters, Levine regularly engages in enhancing alternative investment access in 401(k) plans, while Slee specializes in advising clients on issues concerning ERISA, the Internal Revenue Code, and related laws surrounding qualified retirement and welfare plans. Jon Breyfogle is a key name in the team, alongside Lisa Campbell, a co-chair of the health services practice. Breyfogle has notable experience of testifying before Congress and at DOL hearings on retirement and health issues. Meanwhile, Campbell represents numerous pharmacy benefit managers and their employers or plan clients in complying with regulatory requirements. Bolstering the team, Mark Lofgren often represents clients in designing both tax-qualified and unqualified plans. All individuals are based in Washington DC.

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Key clients

Retirement Clearinghouse (RCH)
October Three Consulting
Portability Services Network – Spencer Williams
Design Complex LTIP and Retention Programs for Large Foreign and Domestic Financial Institutions
Private Equity and Hedge Fund Investment Options under a Nonqualified Plan
Major Public Spin-Off of Employee Benefit and Executive Compensation Plans
NIL Licensing and Receipt of UBIT-Free Royalties
Pension Risk Transfer Transactions and Review of Interpretive Bulletin 95-1
Enhancing Alternative Investment Access in 401(k) Plans
SECURE 2.0 Act of 2022 Lobbying and Implementation
Private Equity Acquisition of Large Publicly Traded Industrial Company
PBMs and PBM Employer/Plan Sponsor Clients
DOL investigations
Excess Retiree Medical Assets
MHPAEA Coalition and Litigation
Benefit Programs for Professional Employer Organizations, Multiple Employer Groups, and Other Alternative Employment Arrangements
Sequoia Benefits and Insurance Services, LLC and Gregory S. Golub

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