Company: DeWitt LLP
Brookfield, WI 53005
View on a map
Send this advisor a private message (esopmarketplace.com email).
Add this advisor to your Process Map
MI-Based Crystal Flash, Inc. Opts for ESOPGrand Rapids-based Crystal Flash, Inc,. announced recently that its ownership group had decided to sell to an ESOP rather than to a 3rd party or other group. Read full post at: http://www.dewittros... Read the blog post >
What's Brewing With ESOPs Now?Odell Brewing is, for the first time, offering beers from other ESOP-owned craft breweries, as a show of ESOP solidarity. Read the rest of the post at: http://www.dewittross.com/news-education/post... Read the blog post >
Tim Stewart works with companies of all sizes, in several industries including manufacturing, distribution and transportation, with multiple clients in the professional employer organization (PEO) industry. A sample of the clients Tim Stewart currently represents includes: ABC Supply, Inc., Weather Shield Manufacturing, Inc., Diversified Benefit Services, The QTI Group, and Sentry Equipment Corp.
B.A., University of Wisconsin – Madison (1993, with distinction)
J.D., University of Wisconsin Law School (1997, cum laude)
Tim Stewart counsel's his clients on a variety of retirement plans. Examples include:
- 401(k), profit sharing, employee stock ownership plans (ESOPs)
- Traditional defined benefit pension plans
- Plan document compliance
- Fiduciary issues
- Prohibited transactions
- IRS filings (such as determination letter requests)
- QDROs and helping to correct mistakes made by plan sponsor or a service provider
Tim Stewart counsels employers on complex legal matters involving Health and Welfare plans:
- HIPAA (portability, privacy and security)
- Health care reform
- Subrogation issues
- Code Section 125 Plans / HRAs / HSAs
- Wellness plans
William A. Irvine, CFO, One Source Equipment Rentals, Inc.
One Source worked closely with Tim Stewart to form our ESOP Trust and draft all the relevant documents in 2014. Then in July of 2015 as we got ready to close, Tim worked tirelessly accumulating the massive piles of documentation required to get the transaction done. He successfully quarterbacked a closing process that involved over a dozen lawyers and bankers, as well as the Trustee. Getting this deal closed took a huge effort by all involved and Tim's guidance and expertise was invaluable. He is easy to work with and takes a very practical approach to achieving the goal. FIVE STAR RATING!
Brian T. Baker, President, CEO and ESOP Trustee, Sentry Equipment Corp.
Tim Stewart has been our ESOP attorney for five years. We initially hired him because of his deep technical expertise on ESOP plan design and administration. We were very impressed by Tim's knowledge when we saw him speak and networked with him at ESOP Association events. He is passionate about employee ownership and is also well versed on the softer side of running an ESOP such as building an ownership culture and communicating the value of ESOP's with employees. Once we started working with Tim, we quickly realized his value as a business attorney, not just an ESOP attorney. We now use him for all our legal needs. Tim has become one of our most trusted business advisors. We really appreciate Tim's practical approach and his ability to explain complicated ESOP or other legal issues in a simple, understandable manner. His advice is based on common sense and he always helps us arrive at the right decision. We really enjoy working with Tim and highly recommend him to other ESOP companies.
Lisa S. Reardon, CEO & Chairman, OwnersEdge, Inc.
We are a 100% employee owned company and have worked with Tim Stewart because he has proven himself to be professional and resourceful when it comes to problem solving, especially with issues related to the complexities of an ESOP company. He is also genuine, trustworthy and has excellent follow up. I personally was part of a panel of speakers who spoke with Tim at the Midwest ESOP Convention in Milwaukee and he had the ability to grab the audience's attention with his creative connection and could easily adapt his message to match the audience. If you are looking for ESOP 101 information or more complex answers to ESOP questions, Tim is your expert!
Views this year: 512