Todd Cleary is a shareholder in the firm’s Employee Benefits Practice Group. Todd works extensively with retirement plans, such as ESOPs, pension, profit sharing, 401(k), 403(b), 457, cash balance, SIMPLE and SEP plans. Todd’s experience with welfare plans includes the design and compliance of medical plans (including issues related to ERISA, COBRA and HIPAA), wellness programs, cafeteria plans, disability plans (short-term and long-term), and group term life insurance plans. Todd has also worked with nonqualified deferred compensation plans, multiple employer welfare arrangements (MEWAs), voluntary employee benefit associations (VEBAs), and severance arrangements. In addition, Todd has experience working with the IRS’ plan correction program.
Todd is a member of Phi Beta Kappa and previously served on the Common Council in Verona, Wisconsin.
Admitted To Practice
Wisconsin - 1999
American Bar Association
Milwaukee Bar Association
Wisconsin Retirement Plan Professionals, Ltd.
Greater Milwaukee Employee Benefits Council - Past President
Humane Animal Welfare Society of Waukesha County - Board of Directors
Wisconsin Retirement Plan Professionals, Ltd. - Member
Listed in The Best Lawyers in America (Employee Benefits (ERISA) Law, 2013 -present)
Juris Doctor, Cornell Law School, 1999
Bachelor of Arts, University of Wisconsin-Madison, with honors and distinction, Phi Beta Kappa