Member

Representative Matters

• Organized and performed a fiduciary review and administrative review of a large publicly held company's five qualified retirement plans and presented findings and recommendations to the company's employee benefit plan committee.
• Restated numerous qualified retirement plans to comply with amendments to ERISA and the Internal Revenue Code.
• Reviewed and revised deferred compensation arrangements subject to Internal Revenue Code Section 409A for various clients.
• Advised clients maintaining welfare benefit plans regarding compliance with ERISA (including reporting and disclosure issues), COBRA (including notice and coverage requirements), HIPAA (including nondiscrimination, portability, and privacy and security requirements), the Internal Revenue Code (including nondiscrimination requirements and cafeteria plan rules) and Medicare Part D.
• Advised clients regarding qualification issues in retirement plans and submitted applications to obtain IRS approval of correction of errors discovered in qualified plans.

Professional Activities

• Member, Western Pension & Benefits Conference
  • Former Member of the Board of Directors

Publications and Presentations

• Co-author of articles published in the Colorado Lawyer, including "Summary of the Retirement Plan Provisions of the Economic Growth and Tax Relief Responsibility Act of 2001" and "Nonqualified Deferred Compensation Arrangements After the Enactment of Code §409A."

Education

• Juris Doctor, cum laude, University of Minnesota Law School, 1995
• Bachelor of Arts in Mathematics, Indiana University, 1992

Honors and Awards

• Phi Beta Kappa