In short, his practice focuses on the matrix of laws governing the privacy, security and management of data, as well as the impact and regulation of social media. He also counsels companies on compliance, fiduciary, taxation, and administrative matters with respect to employee benefit plans, and in particular with regard to group health plans under the Affordable Care Act, ERISA, HIPAA, ADA, GINA and other federal and state laws.
As a part of Joe's work in the area of privacy, e-communication and data security, he counsels multinational, national and regional companies in all industries on the broad array of mandates, best practices and preventive safeguards. For example, he advises health care providers and group health plan sponsors concerning HIPAA/HITECH compliance, as well as retail, health care, entertainment and other companies in developing data security and social media strategies and policies. He has worked on more than 500 data breach matters large and small, involving personal information concerning customers, patients, students, employees and others. His work includes conducting risk and vulnerability assessments, developing written information security programs (WISPs) and delivering on-site executive and employee trainings to help clients avoid breaches of personal information and achieve compliance. He has also represented companies with respect to inquiries and investigations concerning data privacy and security from the HHS Office of Civil Rights, Federal Trade Commission, State Attorneys General and other agencies, as well as in connection with negotiation of numerous business associate agreements and other data security agreements.
Joe’s Employee Benefits Group work includes advising employers and plan sponsors regarding the establishment, administration and operation of retirement plans, as well as fully insured and self-funded group health and welfare plans, which includes counseling concerning the ACA. This includes helping clients setup administrative arrangements with third-party administrators, claims administrators and other vendors. He has particular expertise on issues concerning design, compliance and implementation of wellness programs, including with regard to ACA and EEOC regulatory compliance. His work often involves day-to-day legal advice concerning employee benefit plan operation and administration and trouble-shooting with respect to errors in operation for retirement and welfare plans, including severance and fringe benefit plans.
Joe speaks and writes regularly on current employee benefits and data privacy and security topics and his work has been published in leading employment and business journals such as Bender's Labor and Employment Bulletin, the Australian Privacy Law Bulletin and the Privacy and Data Security Law Journal. His comments on these issues have been quoted in a number of media outlets, including Reuters, Inside Counsel, Politico, The National Law Journal, Employee Benefits News, Financial Times, Business Insurance Magazine, HR Magazine, and NPR.
Prior to joining Jackson Lewis, Joe was an employee benefits and privacy attorney with a large firm based in Kansas City, MO. He served as a judicial law clerk for the Honorable Laura Denvir Stith on the Missouri Court of Appeals. He holds a B.B.A. in public accounting, cum laude, from Pace University, and a J.D., with distinction, from the University Missouri-Kansas City School of Law.