John Burgess

Partner / Shumaker, Loop & Kenrick, LLP

John is a partner at Shumaker, Loop & Kendrick, LLP assists clients with all types of employee benefit plans, including tax-qualified pension plans, employee stock ownership plans (ESOPs), welfare plans, and executive compensation arrangements. He counsels clients on plan documentation, including drafting plan documents, SPDs, communications, and plan administrative procedures; plan qualification; and other benefit plan issues including tax and fiduciary matters.


ESOP Distribution Policies and Practices
The Mature ESOP Roll-Out: Reintroducing Employee Ownership