Jason Bortz

Jason K. Bortz Jason Bortz is a partner in the law firm of Davis & Harman LLP concentrating on employee benefits matters. Mr. Bortz advises clients on tax, ERISA and other aspects of tax-favored retirement plans and executive compensation arrangements. His primary focus is on traditional and hybrid defined benefit plans, 401(k) plans, 403(b) programs, 457 plans, IRAs, nonqualified deferred compensation arrangements and retiree health benefits. He represents a diverse group of clients, including corporate employers, taxexempt organizations, plan service providers, financial institutions and trade associations. Mr. Bortz is a contributing author to the 403(b) Answer Book, 6th Ed. Supp. (Aspen Publishers), Annuities Answer Book, 4th Ed. (Aspen Publishers), and Complete Guide to Nonprofit Organizations, 1st Ed. (Civic Research Institute). He has published a number of articles on benefits matters in various periodicals, including The Journal of Financial Service Professionals and The Journal of Investment Consulting. Mr. Bortz is also a frequent speaker on a variety of employee benefits topics that range from updates on pending retirement legislation to technical discussions on particular issues. Mr. Bortz has extensive experience representing clients before the Internal Revenue Service and the Department of Labor. He has worked on ruling requests, advisory opinions, prohibited transaction exemptions and controversy matters. Mr. Bortz has also written numerous comment letters on regulatory matters, has authored a number of amicus curiae briefs on employee benefits matters in the federal courts of appeal and has testified on behalf of clients at hearings before the Internal Revenue Service and the Department of Labor. Prior to joining Davis and Harman LLP, Mr. Bortz was a member of the Washington, D.C. tax firm of Caplin and Drysdale, Chartered. Before that, he was a law clerk to Judge Loken on the U.S. Court of Appeals for the Eighth Circuit. Mr. Bortz holds a BA from Hamilton College and a JD from Cornell Law School, where he was a member of the Order of the Coif and an editor of the Cornell Law Review. He is a member of the District of Columbia and New York bars.