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B. David Joffe

Partner
djoffe@bradley.com
Nashville P: 615.252.2368 M: 615.496.1969 F: 615.252.6368
Legal Assistant
Susan Lampley
P: 615.252.3540 slampley@bradley.com
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  • Biography
  • Experience
  • Insights & Events
  • Blogs
  • Accolades
  • Podcasts
News
  • Caleb Barron and David Joffe Quoted in PLANSPONSOR on ESOPs Facing Scrutiny Over Cash Holdings
    3/31/2025
    PLANSPONSOR
    Media Mention
  • David Joffe Quoted in Bloomberg Law on Employer-Optional Coverage Enhancements in 401Ks for 2024
    12/28/2023
    Bloomberg Law
    Media Mention
  • Bradley Partner David Joffe Quoted in PlanAdvisor on Common Retirement Plan Testing Mistakes
    4/12/2021
    PlanAdvisor
    Media Mention
Publications
  • Employee Stock Ownership Plans for Construction Companies
    5/30/2025
    American Law Institute CLE Blog
    Authored Article
  • How to Protect Your ESOP from Lawsuits Over Cash Holdings
    3/27/2025
    Employee Benefits Alert
    Client Alert
  • Key MHPAEA Issues for Plan Sponsors: What to Know for 2025
    12/3/2024
    Employee Benefits Alert
    Client Alert
Past Events
  • Legal Update: New Litigation and Regulations
    3/14/2024
    Southeast Chapter 2024 Spring Conference and Roundtables – The ESOP Association
    Event
  • Planning a Successful ESOP Transaction
    4/21/2020
    National Center for Employee Ownership 2020 Employee Ownership Conference
    Webinar
  • Charitable Giving Through ESOPs (Employee Stock Ownership Plans)
    11/1/2018
    Philanthropic Advisors Network
    Event
“David is a sound professional. He is very accessible and has great follow through. He can take on the most complex projects and make it look easy.”
CLIENT QUOTED IN BEST LAWYERS
Area(s) of Focus
  • Employee Benefits & Executive Compensation
  • Corporate & Securities
  • Mergers & Acquisitions
  • Vanderbilt University, Master of Liberal Arts & Science, 2011
  • University of Texas School of Law, J.D., 1987, High Honors; Chancellors; Order of the Coif; Legal Research and Writing Award; Best Team, Oral Advocacy; Associate Editor, Texas Law Review
  • London Institute on International Law, Diploma, 1985
  • Trinity University, B.A., Political Science, 1983, summa cum laude, Phi Beta Kappa
  • Alabama
  • Tennessee
  • Texas
  • United States Court of Appeals, 5th Circuit, Honorable Robert M. Hill

Alabama Profit Sharing/401(k) Council

American College of Employee Benefits Counsel, Simplification Award Committee

Employee-Owned S Corporations of America

ESOP Association

Nashville Bar Association

National Center for Employee Ownership

Nashville Opera Advisory Board of Directors

Tennessee Employer Benefits Alliance, Board Member

Tennessee Center for Employee Ownership, Board Member, Secretary (Past Vice President and Treasurer)

University School of Nashville Retirement Subcommittee

Accolades

2025 Best Lawyers Badge

Martindale AV Preeminent 2020

Listed in Best Lawyers in America® Employee Benefits (ERISA) Law, 2011-2025 "Lawyer of the Year," Nashville, Employee Benefits (ERISA) Law, 2015 Listed in Fiduciary News, Top ERISA Attorney, 2011 Listed in Nashville Best Lawyers, 2010-2020 Listed in Mid-South Super Lawyers, Employee Benefits/ERISA Practice, 2006 Martindale-Hubbell® AV Preeminent Rating Represented the trustee of an ESOP in the purchase of 100% of the stock of a Florida-based engineering firm. Represented a Texas oil and gas company in a $95 million partial sale to an ESOP. Represented an ESOP trustee in the purchase of 100% of the stock of an Alabama-based government contractor following a corporate redemption at an aggregate transaction price of $130 million. Represented the nation's largest producer of construction aggregates in acquisitions involving defined benefit and defined contribution plans. Represented the trustee of an ESOP in the sale of a $60 million manufacturing facility. Represented a telecommunications company in a $70 million ESOP transaction. Represented the trustee of an ESOP in the purchase of a minority interest in a technology advisory firm. Represented the trustee of an ESOP in the sale of a minority interest in an insurance brokerage firm as part of a $189 million transaction. Represented a government contractor in a second-stage ESOP transaction involving a later transfer of funds from a 401(k) plan. Represented an Alabama-based government contractor in a $135 million sale to an Alaska native corporation. Represented an agricultural products company in a sale to an ESOP for $160 million. Represented other government contractors in ESOP transactions ranging from $20 million to $100 million. Represented multi-state hospital companies regarding employee benefits issues in mergers and acquisitions. Represented lenders in various ESOP transactions, including an engineering company, an oil and gas company, and a physician group. Represented an aviation company in connection with a stock sale and issues regarding multiemployer plans. Represented a publicly traded poultry processing company in maintenance of defined contribution plan and an ESOP. Represented a publicly traded manufacturing company regarding transfer and assumption of defined benefit plan obligations. Represented small and large employers in Department of Labor and Internal Revenue Service investigations and audits. Design and restatements of multiple deferred compensation arrangements for both publicly traded and privately held companies. Represented administrative committee of one of the largest U.S. public retirement systems.
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