Location
Suiite 1000
Kansas City, MO 64112
Biography
Jordan effectively works with clients on complex employer-sponsored benefit plans and compensatory arrangements. His legal training and accounting background allow him to navigate the Internal Revenue Code dealing with benefits law and thoroughly comprehend the Employee Retirement Income Security Act of 1974 (ERISA). Jordan dissects the rules, communicates those rules to clients in understandable language and tailors solutions to fit client needs.
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Education & Expertise
Prior to joining the firm, Jordan gained valuable experience counseling clients in various estate planning areas. Before attending law school, he obtained a Missouri CPA license and practiced tax accounting.
For employee benefits, Jordan helps clients with employee retirement options, such as 401(k), 403(b) or pension plans, as well as medical, dental, vision, life insurance and other welfare plans. He has significant experience providing guidance for compliance matters involving the IRS, Department of Labor, ERISA, the Health Insurance Portability and Accountability Act (HIPAA) and the Affordable Care Act.