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Ryan R. Montgomery

Associate

Ryan Montgomery advises clients with respect to employee benefits and executive compensation. Ryan drafts and assists with equity plans and compensation arrangements, deferred compensation plans, tax-qualified pension and profit-sharing plans, bonus plans, and employment agreements. He also represents clients in audits and inquiries by the US Department of Labor, the Internal Revenue Service, and the Pension Benefit Guaranty Corporation. In addition, Ryan frequently represents public and private companies and senior executives with benefits and compensation issues in mergers and acquisitions and spin-off transactions.

Extended Profile

Prior to joining Morgan Lewis, Ryan was a tax and employee benefits associate at an international law firm in Boston. He also previously worked as a registered lobbyist and advocated on behalf of benefits-related trade associations and benefit plan service providers.

Before entering private practice, Ryan served as an attorney at the Federal Retirement Thrift Investment Board where he counseled the Board on tax, investment, and employee benefit matters related to the Federal Thrift Savings Plan. Prior to working at the Board, he served as an attorney in the Office of General Counsel at the Pension Benefit Guaranty Corporation where he litigated cases on behalf of the agency.

Education

  • Georgetown University Law Center, 2015, LL.M., Certificate in Employee Benefits, with Distinction
  • Boston College Law School, 2011, J.D.
  • University of Rochester, 2004, B.A., cum laude

Admissions

  • Massachusetts
  • District of Columbia

Awards and Affiliations

Member, American Bar Association

Member, Federal Bar Association

Member, Boston Bar Association

Member, American Society of Pension Professionals and Actuaries

Publications

1/4/2019 - Plan Distribution and Rollover Guidance After Chamber of Commerce v. DOL: An Analysis of the Deseret Letter, Bloomberg Tax Compensation Planning Journal

September 2018 - Plan Distribution and Rollover Guidance After Chamber of Commerce v. US Department of Labor

3/8/2018 - Recent Tax Law Changes Affect Hardship Distributions, ML BeneBits

2016 - Contributing author, ERISA Litigation, Bloomberg BNA, 5th edition, 2016 supplement

11/5/2015 - Co-author, The Department of Labor’s Conflict of Interest Project: The Public Debate and Its Implications for the Final Rule, Tax Management Compensation Planning Journal

2015 - Contributing author, ERISA Litigation, Bloomberg BNA, 5th edition, 2015 supplement

News

4/6/2018 - Plan Determination Letter Notice Offers Employers Hope, Tax Notes

Events

1/17/2019 - ABA Tax Section 2019 Midyear Tax Meeting

3/9/2018 - 2018 Federal Bar Association Tax Law Conference

2/9/2018 - American Bar Association Section of Taxation, 2018 Midyear Meeting

3/3/2017 - 2017 Federal Bar Association Tax Law Conference