Representative Experience
Counsels employers on the design, drafting, and administration of profit sharing, 401(k), money purchase pension, defined benefit pension, employee stock ownership, cafeteria, 403(b), deferred compensation and executive supplemental retirement plans

Legal and tax advice regarding compliance with Code Section 409A’s application to deferred compensation plans

Counsels tax-exempt employers regarding executive benefits’ compliance with intermediate sanctions rules, and preparation of 457(b) and 457(f) deferred compensation plans

Publications and Presentations
Frequent speaker, employee benefits topics at seminars and meetings sponsored by organizations such as Western Pension and Benefits Conference, Employee Benefits Planning Association of the Pacific Northwest, Washington Employers, American Electronics Association, Association of Washington Business, Washington State Society of CPAs, and the Washington State Bar

Memberships and Activities
Past President and Board Member, Seattle Chapter of the Western Pension and Benefits Conference

Seattle Pension Roundtable

Washington State Bar Association

Named as one of the “Best Lawyers in America” in Employee Benefits Law by Woodward/White, 1987; 1989-90; 1991-92; 1993-94; 1995-96; 1997-98; 1999-2000; 2001-02; 2003-04; 2005-06; 2006; 2007; 2008

YWCA of Seattle - King County - Snohomish County, Past Facilities Vice President and Board Member

Education
J.D., University of Illinois School of Law, 1974

B.S., Journalism, Northwestern University, 1971