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Alex M. Brucker is the founding partner in the Pension and Employee Benefits law (ERISA) firm of Brucker & Morra. This exclusive ERISA law practice prevents/solves federal tax and fiduciary law problems involving pension and cash balance plans, ESOPs 401(k) and profit sharing plans, 403(b) plans health and welfare plans and deferred compensation (409A and 457 plans). Alex is an Expert Witness and acts as a co-litigation counsel for pension and benefits related cases.
Alex is a nationally recognized employee benefits/ERISA lawyer, speaker and author. His knowledge of the intricacies of the regulations and policies of the Internal Revenue Service and the Department of Labor, results in exceptional insight, experience, credibility, authority—and creative solutions—for his clients.
He began his career in benefits law in 1974, the year the ERISA law was enacted. His legal career grew with the law — a claim few attorneys in his field can make. He has since grown to be a tireless advocate for tax equity, particularly for privately owned businesses and business owners, and has worked with Congress on pension and tax legislation.
Alex has appeared before the American Society of Pension Professionals and Actuaries, the National Institute of Pension Administrators, the California CPA Foundation for Education Conferences, the Annual Enrolled Actuaries Conference, the Western Pension and Benefits Conference, the International Foundation of Employee Benefit Plans, and the University of Southern California Federal Tax Institute speaking on such issues as ERISA fiduciary obligations, investing and liabilities, 401(k), pension and profit sharing plans, and IRS and Department of Labor controversies and compliance initiatives. Alex leads continuing education pension and employee benefits workshops for attorneys, plan administrators, trustees, accountants, and insurance and financial professionals.
Alex is a Fellow of the American College of Employee Benefit Counsel and a director of the Small Business Council of America, Washington, D.C. (SBCA), a National nonprofit organization representing the interests of privately held businesses. He is a former member of the Board of Directors of the American Society of Pension Professionals and Actuaries, and a current member of the Motion Picture and Television Tax Institute.
In 2009, Alex was honored with a Congressional Award for his outstanding leadership, dedication and achievement on behalf of the Small Business Council of America of Washington, D.C. In 2010, Alex legislated to obtain needed relief from disproportionate IRS penalties; the results of his efforts were enacted into the Small Business Jobs and Credit Act of 2010, for which he received the SBCA Special Appreciation Award. Each year he is awarded the Super Lawyer award by Super Lawyers Magazine.
Alex acts as co-counsel in employee benefits (ERISA) litigation and is often engaged as an expert witness on pension and employee benefits (ERISA) issues.
Alex’s goal is to find a solution to his client’s problem. He is well known for never taking “no” for an answer, and is notorious for inspiring dread among Internal Revenue Service auditors when CPAs and plan administrators declare, “If you don’t settle reasonably, we’ll call in Brucker!”
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|Award name||Grantor||Date granted|
|Super Lawyer||Super Lawyers Magazine||2012|
|Congressional Award||Small Business Council of America||2009|
|Founder, Attorney||Brucker & Morra, APC||1985 - Present|
|Association name||Position name||Duration|
|Small Business Council of America||Director||2000 - Present|
|ProVisors||Member||1997 - Present|
|Employee Benefits Committee||Chairman||1982 - Present|
|Beverly Hills Bar Association||Member||1976 - Present|
|Los Angeles County Bar Association||Member||1974 - Present|
|State Bar of California||Member||1974 - Present|
|Motion Picture and Television Tax Institute.||Member||N/A|
|Tax Section, Employer Benefits Committee||Member||N/A|
|Employee Benefits Committee||Chairman||1995 - 1996|
|Beverly Hills Bar Association||Board of Governors||1985 - 1987|
|Tax Section Executive Committee||Chairman||1980 - 1983|
|Annual Employee Benefits Conference||Chairman||1980 - 1989|
|Unknown||Journal of Pension Benefits||1998|
|Unknown||Deferred Compensation & Retirement Benefits||1995|
|Whittier College School of Law||Law||JD - Juris Doctor||1974|
|San Diego State University||N/A||BS - Bachelor of Science||1967|