Representative Experience
Plan mergers, spin-offs, terminations and restructuring in corporate transactions
Qualified retirement plans, cafeteria plans and welfare plans
403(b) plans, 457 plans, qualified and nonqualified plans for not-for-profit organizations
Multiple employer and government plans
Key executive benefits, including nonqualified plans and stock options
IRS voluntary correction procedures, including several completed closing agreements
Major Transactions
Implemented merger of three 401(k) plans and coordination of union and non-union pension plans in merger of logging companies
Created multiple employer plan to allow transparency between government contractors at Department of Energy site
Advised city attorney and plan administrator on amending city pension plan for compliance and benefit enhancements
Maintain IRS-approved prototype plan document for firm clients
Publications and Presentations
Speaks on benefits issues to numerous organizations, including the Washington State Software Alliance, Western Association of College and University Business Officers, Washington Society of CPAs, ISCEBS, Western Pension and Benefits Conference and Washington Self-Insurance Association
Contributing editor, EBIA Cafeteria Plans Manual
Memberships and Activities
Named as one of the “Best Lawyers in America” by Woodward/White
Western Pension Conference, Director at Large
Seattle Pension Roundtable
National Association of Public Pension Attorneys
Education
J.D., Stanford University School of Law, 1982
B.A. in Political Science, summa cum laude, St. Louis University, 1979
