Mark Mathis

Mark Mathis

Attorney at Conner & Winters

Dallas, Texas (Dallas/Fort Worth Area)
Law Practice

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Mark Mathis's Overview


185 connections

Mark Mathis' Experience


Conner & Winters

Partnership; 51-200 employees; Law Practice industry

March 2012Present (2 years 7 months) Dallas/Fort Worth Area

Employee benefits law. Regularly address a variety of issues for a broad array of clients. Emphasis on issues relates to tax-qualified retirement plans, including traditional and hybrid defined benefit pension plans and defined contribution plans, welfare benefits such as group medical benefits, and non-qualified deferred compensation arrangements.

Partnership; 1001-5000 employees; Law Practice industry

March 2007March 2012 (5 years 1 month) San Francisco Bay Area & Dallas, Texas

Outside benefits counsel to a broad array of companies across the country on varied employee benefits issues. Engagements included day-to-day counseling on matters regarding the full spectrum of benefits arrangements, including traditional and hybrid defined benefit plans, individually designed and prototype defined contribution plans, executive compensation arrangements such as severance plans and supplemental employee retirement plans, and welfare plans such as group medical, life and AD&D, severance plans and other similar arrangements.

Select engagements outside of more routine day-to-day counseling included:

- ERISA fiduciary counseling
- Designed domestic partner benefits for various benefits, including executive compensation arrangements subject to 409A
- represented clients on formal and informal regulatory inquiries
- regularly addressed qualification failures in tax-qualified retirement plans using the Employee Plans Compliance Resolution System or “EPCRS”
- assisted with the transition of defined benefit plan investments in anticipation of the application of the International Accounting Standards Board or “IASB” accounting rules
- deal counsel in a variety of transactions heavily driven by benefits issues
- technically advised on ERISA litigation including two reported cases with outcomes very favorable to the plan sponsor
- co-developed systems to divide stock options in marital dissolutions
- worked extensively with so-called “dual qualified” plans extended to US and Puerto Rico residents


Baker Botts

Partnership; 1001-5000 employees; Law Practice industry

January 2001March 2007 (6 years 3 months) Dallas/Fort Worth Area


Mark Mathis' Skills & Expertise

  1. Pensions
  2. Employee Benefits
  3. Deferred Compensation
  4. ERISA
  5. Executive Pay
  6. Health & Welfare Benefits
  7. Legal Research
  8. Severance
  9. Employment Contracts
  10. 409A
  11. Securities Regulation
  12. Bankruptcy
  13. 401k
  14. Defined Benefit
  15. HIPAA
  16. Fiduciary Management
  17. Employee Stock Options
  18. Cafeteria Plans
  19. Health Care Reform

Mark Mathis' Education

Georgetown University Law Center

LLM, Taxation (with Certificate in Employee Benefits Law)


South Texas College of Law

JD, Law


Grade: cum laude

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