Kate's practice is focused in the areas of Employee Benefits and Executive Compensation. She assists public and private employers with the full range of qualified and non-qualified plans, welfare benefit plans, fringe benefit plans, non-qualified deferred compensation plans and executive compensation plans, including matters concerning ERISA, Internal Revenue Code, HIPAA and COBRA compliance.
Representative Experience
- Advising private and public sector employers in the operation of retirement plans and executive compensation packages, including matters concerning ERISA and Internal Revenue Code compliance.
- Advising clients regarding welfare and fringe benefit plans, including COBRA, HIPAA and non-discrimination issues.
- Counseling employers on administrative and compliance issues, including assistance in correcting qualification failures, prohibited transactions and fiduciary breaches.
- Assisting clients with the creation of severance pay plans.
- Representing associations in the design, implementation and administration of multiple employer welfare arrangements, including representation before the North Carolina Department of Insurance in licensing matters.
- Representing sponsors of qualified retirement plans before the Internal Revenue Service, Department of Labor and Pension Benefit Guaranty Corporation, including advice and representation in connection with Internal Revenue Service and Department of Labor voluntary compliance programs.
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Prior Legal Experience
Kate worked as a Summer Clerk for Pension Benefit Guaranty Corporation in Washington, DC in 2006. She was a Law Clerk with Mansmann & Moore in Pittsburgh, PA in 2005 and 2006 and also spent the summer of 2005 as a Clerk for the North Carolina Department of Justice in Raleigh.