Representative Experience
Counsels employers on design, drafting and administration of executive compensation plans and tax-qualified retirement plans
Assists sponsors of health and welfare plans, including cafeteria plans, with range of legal issues including COBRA and HIPAA compliance
Advises clients regarding fiduciary duties, fiduciary liability, and ERISA 404(c) compliance
Counsels sponsors of health plans and entities operating as business associates regarding compliance with HIPAA Privacy and Security Rules; counsel includes reviewing and negotiating business associate contracts and developing appropriate policies and procedures
Prepares IRS determination letter applications, advises clients regarding self-correction of compliance failures, and represents plans through the IRS Voluntary Correction Program
Prior Experience
Associate, Song Mondress PLLC, Seattle, practice emphasized ERISA and tax compliance and ERISA litigation
Publications and Presentations
Speaker on Fiduciary Duties, HIPAA Privacy and Security Rules, Executive Compensation, and COBRA compliance
Memberships and Activities
Washington State Bar Association
King County Bar Association
Education
J.D., magna cum laude, Seattle University School of Law, 2000
B.A. in History and Political Science, Indiana University