Michael R. Daum

Michael R. Daum counsels employee benefit plans throughout New York City and State out of Blitman & King’s Syracuse and New York City offices with regard to a variety of legal issues under ERISA and the Internal Revenue Code. Mike advises Plan Sponsors (such as multi-employer Boards of Trustees) on drafting and amending Plan documents, fiduciary responsibilities, regulatory compliance, and prohibited transactions. He has also negotiated investment documents on behalf of plans with investment managers, hedge funds, private equity funds, and other large investment firms for plan investments totaling nearly half a billion dollars in the aggregate. In addition, Mike has experience with audits and investigations initiated by the U.S. Department of Labor and Internal Revenue Service and has worked with agents to have potentially large penalties reduced substantially.