"My goal is to get and keep employers, and their qualified plans, out of trouble as promptly and efficiently as possible."
– Theodore P. Stein
Theodore P. Stein’s practice focuses on the defense of fiduciaries in a variety of contexts: In the employee benefits field, he defends employers who serve as Plan Administrators, individual Trustees of employer-sponsored pension and welfare plans and service providers of group benefit plans. Mr. Stein assists businesses, non-profits and their sponsored pension and health/welfare plans with compliance issues and litigation problems arising under ERISA, the federal regulatory statute for group benefit plans.
In the estates and trusts field, he defends Personal Representatives and Trustees of estates and trusts from claims alleging breach of fiduciary duty and other wrongful conduct. His areas of expertise in this field include:
- Estates and Trusts Planning
- Estates and Trusts Administration
- Estates and Trusts Litigation
In a career that spans more than 30 years, Mr. Stein has won a reputation as one of the top trial lawyers in Maryland and the Washington, D.C. area. When litigation is threatened or filed, he defends with creative litigation strategies and a sensitivity to a client’s objectives.
Mr. Stein chairs Offit Kurman’s ERISA/Employee Benefits Law Practice and is a Principal in the Labor and Employment Law Group.
Mr. Stein’s background shows a commitment to excellence: After achieving Honors with High Distinction at the University of Michigan, where he completed his B.A. degree, he ranked third in his class at The Catholic University Law School. There he served as Comment Editor of the Law Review before graduating with a Juris Doctor Degree.
Today, he writes a legal blog, Ted’s Tips, on cutting edge topics of interest to benefit plan administrators, plan sponsors, trustees, and plan advisors. His blog posts also discuss key areas of interest to executors of estates and trusts in Maryland, D.C. and Virginia, and in the employment law arena to employers in all three jurisdictions.
With his vast litigation and mediation experience, Mr. Stein has won recognition from clients and peers alike. He is a former member of two leading regional firms, and has earned Martindale-Hubbell’s coveted AV Preeminent and highest numerical ratings. His reputation as an accomplished advisor, negotiator, and trial attorney makes him an ideal match for one of the region’s most trusted and dynamic law firms.
- PMA Bulletin, How To Avoid Sexual Harassment Claims, February 2018 Edition
- Retirement Plan Governance and Fiduciary Duties: The New Frontier (Nov. 2018)
- Sexual Harassment Prevention & Remediation Workshop (Mar. 2018)
- Anti-Sexual Harassment Seminars at Quadrangle Management (Jan. 2018)
- Anti-Sexual Harassment Webinars (Dec. 2017 & Jan. 2018)
- Anti-Discrimination and Anti-Harassment Seminars at REGENXBIO, Inc. (Oct. 2017)
RECENT U.S. DISTRICT COURT DECISIONS
- Damiano v. Institute for In Vitro Sciences, et al., 294 F.Supp.3d 439, 2018 WL 1301027 (D. Md.)(March 13, 2018)
(Dismissing employee’s complaint against employer alleging breach of fiduciary duty under ERISA)
In late March, the Trump Administration, in a one-page filing, notified the U.S. Court of Appeals in New Orleans that…
Employers that use personality tests and other selection procedures to make hiring and promotion decisions face potential claims that their…
Under a new rule proposed by the U.S. Department of Labor, small employers who do not currently offer retirement plans…View All