Daniel R. Sharpe

Telephone: 802-859-7025

E-Mail: dsharpe@dinse.com

Areas of Practice Concentration:

Employee Benefits, ERISA, Executive Compensation

Description of Practice:

Mr. Sharpe has considerable experience in all aspects of employee benefits law. Much of his recent work has been focused on fiduciary performance and risk management. He has advised management and administrative committees as well as union plans. Mr. Sharpe has provided advice and guidance in the adoption of investment policies and in reviewing fees for retirement plans, foundations and endowment funds. His employee benefit work covers executive compensation, qualified retirement plans, welfare benefit plans, federal and state income taxation of retirement benefits and ESOP plan design and administration. Mr. Sharpe has represented clients before the Internal Revenue Service, the United States Department of Labor, the Pension Benefit Guaranty Corporation, the US Tax Court and other Federal courts.

Mr. Sharpe was a long-time co-author of Taxation of Distributions from Qualified Plans, a highly respected treatise on the subject. He took the lead in writing the sections on periodic and annuity payments, withdrawal of employee contributions, and treatment of life insurance contracts. He has had articles and comments published in the Ohio State Law Journal, Akron Tax Journal and Journal of Taxation.

Prior to joining Dinse, Mr. Sharpe was a longtime partner with Hodgson Russ LLP and later a member of Bond, Schoeneck & King PLLC and practiced law primarily in Western New York. With a family heritage in Maritime Canada and family ties in Vermont, Mr. Sharpe has joined Dinse with intent to develop an excellence in an employee benefits practice in Vermont.

Education:

  • Ohio State University College of Law (J.D., summa cum laude)
  • University of Rochester (B.A.)

Professional Affiliations: 


Representative Presentations:
 


Representative Publications:
 

  • Daniel R. Sharpe and Suzanne D. Smith, “The On-Site Advisor and the New Fiduciary Rule,” Confero, Summer 2016
  • "Reduce Fiduciary Risk with an Effective Investment Policy," Business Journal News Network, 2/1/16
  • Daniel R. Sharpe and Michele Heffernan, “Investment Policies for Participant-Directed Individual Account Retirement Plans,” Confero, Winter 2016
  • “Maximize Your Social Security Benefits,” Bond, Schoeneck & King Blog, February, 2016
  • “Fairness for Defined Contribution Fees,” Confero, Spring 2014
  • “ERISA Fiduciary Guidance – Making a ‘Watch List’ Work,” Bond, Schoeneck & King Blog, May 2014
  • “New Cars, 401(k)s and 403(b)s,” Bond Schoeneck & King Blog, April 2013
  • “Follow-Up on your ERISA Service Provider Disclosures!”, Bond, Schoeneck & King Blog, August 2012