David Lefevre Email & Phone Number

Houston, Tx, Us

Houston, Texas Area

On the forefront of the evolution of benefits compliance services, ERISAfire brings refreshing wit and mass customization to a tired, one-size-fits-none industry. ERISAfire's innovative technology upcycles take-out-the-trash compliance chores like plan docs and 5500s and turns them into real value for employers and brokers, such as a sophisticated, hyper-customized compliance calendar for each employer and its account team.David founded ERISAfire and is the primary solutions architect and product designer.

Houston, Texas Area

Employee benefits compliance guru and ERISA geek extraordinaire. Advises mid-sized and large employers on regulatory matters, business operations and documentation. It may not sound fun, but it is.

Houston, Texas Area

Provided analytical and strategic support to national and key accounts on complex employee benefits compliance matters for all of this Texas-based agency's four offices. Also supported mid-market and small group accounts on a wide range of compliance issues including the ACA, ERISA, HIPAA, COBRA, state privacy laws and insurance regulation. Managed and wrote content for the agency's benefits compliance publications.

Kansas City, Missouri Area

Dual practice area concentrations in ERISA/employee benefits and for-profit higher education. ERISA/employee benefits- Advises clients in areas of regulatory compliance with respect to the Department of Labor and IRS. Prepares and updates plan documentation. Advises on plan design issues.Higher education- Advises clients on regulatory compliance with respect to the Department of Education, state education agencies and accrediting agencies. Negotiates and documents merger and acquisition transactions involving institutions of higher education.

Houston, Texas Area

General legal counsel and compliance officer for third-party service provider of academic program design, implementation and recruitment services to private, nonprofit universities in Texas, specifically focusing on distance education and internet-based learning. Handled nearly all disputes with and among adjunct faculty, students, vendors and client institutions.

Negotiated, documented and closed merger & acquisition transactions of various sizes and on behalf of sellers, buyers and individual shareholders, including at least two as the primary attorney. Documented and carried out successful merger of different retirement benefit plans. Advised clients and researched and prepared many memoranda on employee benefits issues such as ERISA, HIPAA, COBRA and Department of Labor and IRS regulations. Personally advised several health & welfare, defined contribution and defined benefit plans. Researched and drafted offering circular for $1 million securities issuance. Researched and wrote briefs, motions and memoranda for insurance, corporate and higher education litigation clients.

Prepared commercial lending documentation and researched various secured transaction issues for banking clients. Prepared motions, briefs, and research memoranda for medical malpractice, corporate, and construction clients. Performed document review and prepared risk-reward memoranda for real estate clients.

Prepared motions, briefs, and research memoranda for defense of insured clients for sixteen-member firm. Assisted in strategy formation, discovery, and pretrial litigation. Drafted successful summary judgment motion for federal court in wrongful termination case.

Juris Doctorate, Alternative Dispute Resolution

Activities and Societies: Editor in Chief of the Journal of Dispute Resolution, Chief Justice of Phi Alpha Delta

B.A., Political Science

Activities and Societies: Beta Sigma Psi