Practice Areas
Katie is a partner in the firm’s Employee Benefits & Executive Compensation group. Katie advises clients on all aspects of qualified retirement plan compliance. As a former attorney with the Pension Benefit Guaranty Corporation (PBGC), she has a unique background concerning single and multiemployer defined benefit pension plan issues. In addition to day-to-day compliance counseling, Katie assists clients in finding practical and valuable solutions regarding retirement plan mergers and spinoffs, plan de-risking transactions, plan terminations, plan corrections, and overfunded plans. Katie has a strong track record advising clients on retirement and benefit plan issues arising in corporate transactions and in- and out-of-court restructuring. Katie also frequently guides clients through regulatory enforcement processes and regularly advises clients in investigations by the DOL, IRS, and PBGC.
Katie has significant experience assisting clients with participation in multiemployer pension plans, including structuring ERISA-compliant asset sales and evaluating or disputing withdrawal liability assessments.
Additionally, Katie advises private funds and benefit plan investors on ERISA compliance issues, particularly regarding disclosure, plan investment issues and negotiations.
Katie has a strong litigation background and represents clients in federal court and arbitration involving corporate and multiemployer benefit plans, benefits litigation, ERISA preemption and actuarial malpractice claims.