• Employee Benefits
• ERISA Litigation

• Advises clients regarding issues related to design, operation, implementation, amendment and termination of qualified retirement plans, as well as funded and unfunded welfare and fringe benefit plan.
• Counsels administrators of pension, welfare, and fringe benefit plans regarding compliance with ERISA and the Internal Revenue Code.
• Has provided clients with guidance regarding fiduciary duty obligations and requirements under ERISA and the Code.
• Advises clients regarding the internal claims administration procedures of their pension, health care and disability arrangements to ensure compliance with the claims review requirements of ERISA.
• Has assisted clients in revising the claims administrative procedures of their plans and drafted plan language to include in plan documents and summary plan descriptions.
• Counsels clients in employee benefit litigation, prepare various pleadings and filings related to lawsuits brought under the civil enforcement provisions of ERISA.
• Counsels clients in numerous subrogation and reimbursement matters and have assisted in filing an amicus curiae brief with the Sixth Circuit and a petition for writ of certioriari to the U.S. Supreme Court regarding a reimbursement claim sought on behalf of a clients' health care arrangement.
• Prepares IRS and DOL filings for qualified plans, including determination letter requests, EPCRS filings, form filings related to plan terminations, and other reporting and disclosure requirements.
• Advises and assists clients regarding benefit issues related to mergers, acquisitions, and reorganizations.
• Has performed due diligence reviews of retirement plans, health and welfare arrangements and severance programs involved in mergers, acquisitions, and reorganizations.
• Advises clients regarding issues arising under COBRA, HIPAA, and EGTRRA.

Presentations
“What Every HR Professional Should Know About ERISA, HIPPA, and COBRA,” HRACO Fall Legal Update (September 2007)

"New Executive Compensation Disclosure Rules," Worldwide Employee Benefits Network - Cleveland Chapter, Independence, Ohio (November 2006)