PROFESSIONAL EXPERIENCE
The Wagner Law Group, A Professional Corporation, Boston, Massachusetts. February 2005 -
Partner
Responsible for assisting both privately held and publicly traded clients with the broad spectrum of employee benefits issues relating to qualified retirement plans, nonqualified deferred compensation, health and welfare plans, regarding plan design, compliance counseling and fiduciary issues. She has particular expertise in representing clients before governmental agencies including the Internal Revenue Service, Department of Labor, and Pension Benefit Guaranty Corporation and in correcting qualified plan issues through the various national programs available for resolution of such matters. She assists financial institutions and pension professionals in complying with the complex regulatory environment applicable to the employee benefits area.Specific expertise includes:
Employee benefits issues in mergers and acquisitions;
Fiduciary responsibility compliance counseling;
Resolution of prohibited transaction issues;
ESOPs;
Plan audit representation;
Non-profit employee benefit plan design including 403(b) and 457 plans;
Cafeteria plan and other tax advantaged health and welfare benefit plan issues.
Porter, Wright, Morris & Arthur, L.L.P., Columbus, Ohio. 1989 January 2005
Partner, Head of Employee Benefits Practice Group
Martin, Eichenberger & Baxter, Co., L.P.A., Worthington, Ohio. 1985 1989
Partner
James Tansey & Associates, Washington, D.C. 1983 1985
Of Counsel
Diane K. Goulder, Co., L.P.A., Worthington, Ohio. 1979 1985
Principal
Mayer, Terakedis & Blue (f/k/a Mayer, Terakedis & Weed), Columbus, Ohio. 1975 1979
Associate
EDUCATION
Cornell Law School, Ithaca, New York, Juris Doctor degree, 1975
The Ohio State University, Columbus, Ohio, Bachelor of Arts degree, Political Science and English, 1972, summa cum laude.
ADDITIONAL INFORMATION
Presentations/Publications/CLE
* “Employee Plans Compliance Resolution System: A Guide for the Novice,” Benefits Law Journal, 2008
* "Employee Plans Compliance Resolution System: A Guide for the Novice" Benefits Law Journal, Fall 2007, with Dennis T. Blair.
* Speaker, with Joyce Kahn (IRS Manager, Employee Plans Correction Programs) Creative Pension and Benefits Seminar, "EPCRS Update," 2005
* Author, The Mature Retirement Plan-Still Not Old Enough to Know Better," The Daily Reporter, 2001, 2002
* Author, ERISA Allows Employers to Provide 'Hot' Benefits Without Getting Burned, The Daily Reporter, 2001
* Speaker, PWMA Employment Relations Seminar, "Hot Topics in Employee Benefits," 2001
* Speaker, Nationwide Insurance Company Seminar, "Hot Topics in Employee Benefits," 2001
* Copresenter with IRS Representatives, Creative Pension and Benefits Seminar, "IRS Plan Correction Methods," 2002
* Author, "Employers Should Be Aware of Benefit Plans' Administrative Issue," The Daily Reporter, 2002
* Speaker, Paine Webber Attorney Network Seminar, "ERISA 2000-Educate or Litigate," 1999
* Speaker, Ohio State Bar Association Seminar, "Choice of Entity and LLCs," 1999
* Copresenter with IRS Representatives, Creative Pension and Benefits Seminar, "Fixing the Broken Plan - IRS Corrective Procedures," 1999
* Speaker, Highland Capital Seminar, "Recent Developments Affecting Fiduciaries," 1999
* Speaker, Certified Employee Benefits Specialists Seminar, "Reporting and Disclosure Requirements," 1998
* Speaker, Creative Pension and Benefits Seminar, "IRS Update - Including Plan Restatements," 1998
* Speaker, M.A.P. (for United Way Agencies) Seminar, "Reporting & Legal Requirements of Plans," 1997
* Speaker, Women Lawyers of Franklin County, "Rainmaking," 1997
* Speaker, Women Business Owners Conference, "Building Your Professional Practice," 1997
* Speaker, Certified Employee Benefits Specialists, "Highlights of the Small Business Job protection Act of 1996," 1996
* Speaker, Paine Webber Attorney Network, "Estate and Tax Planning," 1996
* Speaker, Highland Capital Seminar, "Qualified Plan Overview - Practical Approaches to Compliance & Investing," 1996
* Speaker, Fawcett Center/Ohio State University, "Qualified Plan Building Blocks," 1996
* Speaker, Naples, Florida, "Recent Developments Affecting Fiduciaries," 1996
* Speaker, Columbus Bar Association, CPA and Columbus Life Underwriters' Association, "Advanced Compensation Technique - Planning Options for Executives of Not-for-Profit," 1995
* Speaker, Lorman Business Center/Ohio Business Law Seminar, "Counseling the Employer Regarding Retirement Plan Choices," 1995
Honors & Awards
* Who's Who of American Women
* Who's Who in American Law
* The Best Lawyers in America
Bar Status
Admitted to practice in Ohio.
Affiliations
American Bar Association, Section of Taxation, Ohio State Bar Foundation Fellow.
Appointments
Pension Liaison Group for the Northeast key District of the Internal Revenue Service
Planning Committee, Creative Pension and Benefits Seminar, OSU College of Law (sponsor)
