Daniel Schwartz Esq.


Dan Schwartz is an Officer of Greensfelder Hemker & Gale, PC, and a former member of the Firm’s Board of Directors. He has practiced primarily in the employee benefits area since 1977 and has provided advice 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 recent years, he has written and lectured on various topics in the benefits field including ESOPs, the exclusive benefit rule and employee welfare benefit plans. He is the author of a BNA Tax Management Portfolio entitled, Employee Benefits for Tax-Exempt Organizations, and a Chapter Editor of the treatise, Employee Benefits Law, published by BNA. Dan also authored the chapter entitled "State and Federal Regulation of Health Insurance." in the Fourth Edition of Fundamentals of Health Law published by the American Health Lawyers Association. In 2000, Dan was elected as a Charter Fellow of the American College of Employee Benefits Counsel.

On April 28, 2005, Dan was named to the IRS Advisory Committee on Tax Exempt and Government Entities (ACT) by the United States Department of Treasury. The ACT is a formal body of external stakeholders in the specialized areas of tax-exempt organizations, employee retirement plans, tax-exempt bonds and federal, state, local and Indian tribal governments.

J.D., University of Missouri - Kansas City (1977)
A.B., University of Missouri - Columbia (1974) cum laude

Bloomberg BNA Tax Management Portfolios:
373 T.M., Employee Benefits for Tax-Exempt Organizations (author)