Avery joined Steiker, Greenapple & Fusco, P.C. in 2015 to open the firm’s Cleveland office. He has more than 25 years of practice in the ESOP and employee benefits area.
He counsels closely held businesses on how to incorporate employee ownership into their business succession plans, representing selling shareholders, ESOP sponsors and ESOP fiduciaries in transactions involving employer securities.
Avery is also fiduciary counsel to a Fortune 500 company and provides counsel regarding defined contribution, defined benefit and executive compensation issues.
He has over 25 years of practice experience and has served as the legal advisor for the retirement plan services area of two national banks as well as providing benefit counsel to two Fortune 500 companies and various other publicly and privately held companies, health service organizations and tax-exempt entities.
Avery focuses his practice on employee benefit plans, including providing advice regarding the planning, development, implementation and amendment of employee stock ownership plans (ESOPs), 401(k) plans, defined benefit pension plans and 403(b) plans. He provides counsel to clients related to plan investment matters, including fee disclosure issues as well as fiduciary matters. He also assists companies with executive compensation and welfare plan issues. Further, he counsels clients on employee benefit plan issues related to mergers and acquisitions.
His practice also includes representing clients with respect to IRS and Department of Labor examinations and audits, and assists in the resolution of plan defects, including submitting plan corrections under both the IRS and Department of Labor correction programs.
Avery is a member of the Cleveland Chapter of the Worldwide Employee Benefits Network and the Cleveland Metropolitan Bar Association and is admitted to practice in Ohio.
He currently serves on the Board of Trustees and is co-president of the Parent Association for Ruffing Montessori School in Cleveland Heights, Ohio.
Avery received his B.S. in accounting in 1985 and his J.D. in 1989 from Case Western Reserve University.
12429 Cedar Rd. Suite #2
Cleveland, Ohio 44106
Phone: (215) 508-3254
Fax: (877) 862-2407