Potential Trustee Directory
Neal Schelberg
Summary of Work
I currently serve Taft-Hartley pension, health and welfare funds as a professional trustee, independent fiduciary, consultant, and expert witness in ERISA cases.
Designations/Certifications and Other Training/Education
My academic credentials are as follows: B.A., M.A. J.D., and LL.M. I have served as a Member, and then Chair, of the ERISA Advisory Committee by appointment of the U.S. Secretary of Labor. I was a member and then served as chair of several IF Committees, including the Attorneys Committee, Arbitration Committee, and Plan Professionals Committee.
Fund Experience
For over 44 years, I practiced employee benefits law with the Pension Benefit Guaranty Corporation and then with two prominent law firms. As legal counsel, I represented over 50 Taft-Hartley multiemployer pension and welfare plans, as well as single-employer plans, and their plan fiduciaries. When I retired from the practice of law in 2024, I founded Counsel Advisors Inc., a full-service consulting firm, through which I serve as a professional trustee, independent fiduciary, consultant, and expert witness in employee benefit plan litigation and arbitration proceedings. I am currently working with 2 dozen multiemployer plans in various capacities.
State
New York
Accepts Business in These Areas
Open to national
Fee Structure
Retainer
Involvement with the International Foundation
I have been involved in IF activities for over 40 years. I have served on various IF committees, spoken at numerous conferences, authored many articles, taught in the CEBS program, and served as a peer advisor.
The International Foundation of Employee Benefit Plans' (International Foundation) Potential Trustee Directory (“Directory”) is a resource to connect employee benefit trust funds with potential trustees. The Directory is not to be used for any other purpose. All information contained in a potential trustees' listing is provided and maintained by the listing trustee. The International Foundation does not screen or endorse any potential trustee listed in the directory. The International Foundation also does not verify or make any representation or warranty, express or implied, regarding the accuracy or completeness of the information (skills, education, experience, qualifications, or services offered) contained in any potential trustee listing in the Directory. You should always exercise caution and due diligence when evaluating potential trustees and their services.