PROFESSIONAL EXPERIENCE
The Wagner Law Group, A Professional Corporation,
Boston, Massachusetts. September 2003 -
Employee Benefits, ERISA, and Executive Compensation
Advise and represent clients regarding statutory, regulatory,
fiduciary, administrative, and operational issues arising from
qualified and nonqualified employee benefit plans and programs
and executive compensation arrangements.
* Research complicated employee benefit issues, such as controlled
group analyses, plan correction methodologies, and plan compliance
requirements; write summary memoranda.
* Analyze and resolve legal and operational compliance failures,
including reviewing plan data and documents, preparing filings
under applicable government programs, responding to audit inquiries,
and negotiating settlements.
* Draft and review documents and amendments for qualified defined
contribution and defined benefit retirement plans (including
ESOPs), welfare and fringe benefit plans, and nonqualified deferred
compensation, performance share, and other executive compensation
plans and programs.
* Prepare defined contribution and defined benefit retirement
plans, Section 125 (cafeteria) Plan, and transportation benefit
plan documents.
* Review existing plans for statutory, regulatory, and fiduciary
compliance.
* Evaluate feasibility of various qualified and nonqualified
plans and programs.
* Perform due diligence review of benefit plans and programs
in mergers and acquisitions.
* Complete regulatory filings, including Requests for Determination
Letters and Annual Returns.
Maselan & Jones, P.C., Boston, Massachusetts. September
1996 to June 2003.
* Duties similar to above.
Watson Wyatt Worldwide, Wellesley, Massachusetts. June
1989 to August 1995.
Legal Assistant - Advised internal and external clients
regarding employee benefit plan requirements and provisions.
May 1994 to August 1995.
* Researched employee benefit and employment law issues; wrote
summary memoranda.
* Drafted documents, amendments, and Board resolutions for qualified
and nonqualified employee benefit plans.
* Reviewed existing plans for statutory and regulatory compliance.
* Prepared governmental regulatory filings, including Requests
for Determination Letters and Annual Returns.
* Provided consulting support, created summaries of benefit plan
provisions for administrative efficiency, and monitored ongoing
changes to documents.
Benefits Administrator Provided direct
consulting and administration of defined contribution plans.
June 1989 to May 1994.
* Consulted with clients regarding qualified benefit plan provisions
and requirements.
* Completed regular plan valuations, verified plan compliance
with federal contribution limits, and performed nondiscrimination
testing.
* Prepared governmental regulatory filings, including annual
returns, plan termination filings, and participant tax information
returns.
* Developed, improved, and documented procedures; kept projects
on schedule and under budget.
Kwasha HR Solutions (PricewaterhouseCoopers LLP), Fort
Lee, New Jersey. July 1987 to August 1988.
Account Supervisor Administered defined contribution
savings plans.
* Advised clients regarding savings and profit sharing plan provisions.
* Completed regular plan valuations, verified plan compliance
with federal contribution limits, and performed nondiscrimination
testing.
EDUCATION
Boston University School of Law, Boston, Massachusetts.
Juris Doctor degree, May 1996.
Wesleyan University, Middletown, Connecticut. Bachelor of Arts degree, Economics, May 1987.
ADDITIONAL INFORMATION
Bar Status
Admitted to practice in Massachusetts
Affiliations
Member Massachusetts Bar Association, Boston Bar Association.
All Contents Copyright The Wagner Law Group, A Professional Corporation
Website created by Lawyerviews.com