Daniel J. Schwartz

Dan Schwartz advises clients on all facets of employee benefits. He has significant experience drafting and implementing defined benefit plans, defined contribution plans, deferred compensation plans, ESOPs, health and welfare programs and executive compensation programs. He has also served as primary counsel in a number of ERISA lawsuits. In 2017, he represented Advocate Health Care Network in a landmark ERISA case before the U.S. Supreme Court.

He has written and lectured on topics in the benefits field including ESOPs, the exclusive benefit rule and employee welfare benefit plans and church plans. He is the author of the BNA Tax Management Portfolio Employee Benefits for Tax-Exempt Organizations which has been in continuous print for over 20 years. Dan also authored a chapter in Fundamentals of Health Law, Eighth Edition, published by the American Health Lawyers Association.

Dan is a former member of the U.S. Department of Treasury’s IRS Advisory Committee on Tax Exempt and Government Entities. The committee includes stakeholders in the areas of tax-exempt organizations, employee retirement plans, tax-exempt bonds and federal, state, local and Indian tribal governments.

Dan has practiced primarily in the employee benefits area since 1977.