Edward J. Wegerson

Partner
Edward J. Wegerson
  • Overview
  • Experience
  • Media & Presentations
  • Professional & Community
2000 IDS Center
80 South 8th Street
Minneapolis, Minnesota 55402
T 612.371.3549
F 612.371.3207
Patricia A. Shannon
T 612.371.3973
  • Minnesota

Ed Wegerson is a leader in complex deferred compensation, stock based and executive compensation programs that incent managers of successful emerging and public companies. Ed provides practical and innovative advice to management and fiduciaries on all legal, administrative and fiduciary aspects of 401(k) plans, ESOPs and health plans governed by ERISA, Tax Code and the Affordable Care Act.

Ed’s focus for public companies is on stock incentive plans providing options, restricted stock and performance awards to retain senior officers. Ed’s focus for emerging companies and private equity investors is on cash-based “phantom stock” programs to incentivize managers toward a successful strategic sale and negotiating change in control issues involving stock and employee benefit programs. Ed's valued advice helps executives upon their employment, promotion, severance and a change in control of their company.

Awards & Recognition
  • Best Lawyers in America (2008–2017)
Experience
  • Negotiated all aspects of administrative services, trust and investment management agreements for public companies’ 401(k) and executive deferred compensation plans with over $1 billion in assets.
  • Coordinated for private equity firms the corporate, tax and securities issues and drafted necessary documents to satisfy management’s equity rights in the sale of several portfolio companies to new buyers.
  • Regularly attend corporate committee meetings and advised fiduciaries on their monitoring of all aspects of 401(k) plan administration and investments.
  • Designed and drafted incentive plans for private companies to share the growth in value with senior management that pay benefits upon retirement or change in control of the company.
  • Advised management and compensation committees of public companies on the adoption and renewal of stock option and stock incentive plans to comply with tax and securities laws and exchange rules.
  • Represented senior managers of private equity owned company on the sale of their equity rights in a sale of the company to another private equity firm.
  • Advised issuing Bank on the ERISA and Affordable Care Act rules applicable to debit cards issued under an after-tax health reimbursement product offered to small employers.
Media & Presentations
News Releases
VIEW ALL
Legal Alerts
VIEW ALL
Publications
09.01.12
"What Employers (of all sizes) are Talking About Now," Minnesota Banker Magazine
Events
09.01.13
“The Employer Response to the Affordable Care Act,” Minneapolis St. Paul Business Journal webinar series (also May 2013)
Admissions
  • Minnesota
Professional & Community

Memberships

  • American Bar Association, Member
  • Minnesota State Bar Association, Employee Benefits Section, Member
  • National Association of Stock Plan Professionals, Member
2000 IDS Center
80 South 8th Street
Minneapolis, Minnesota 55402
T 612.371.3549
F 612.371.3207
Patricia A. Shannon
T 612.371.3973
  • University of Minnesota Law School

    (J.D., 1978)

  • University of Minnesota Duluth

    (B.A., summa cum laude, 1975)

  • Minnesota

Search Tips:

You may use the wildcard symbol (*) as a root expander.  A search for "anti*" will find not only "anti", but also "anti-trust", "antique", etc.

Entering two terms together in a search field will behave as though an "OR" is being used.  For example, entering "Antique Motorcars" as a Client Name search will find results with either word in the Client Name.

Operators

AND and OR may be used in a search.  Note: they must be capitalized, e.g., "Project AND Finance." 

The + and - sign operators may be used.  The + sign indicates that the term immediately following is required, while the - sign indicates to omit results that contain that term. E.g., "+real -estate" says results must have "real" but not "estate".

To perform an exact phrase search, surround your search phrase with quotation marks.  For example, "Project Finance".

Searches are not case sensitive.