Katherine Kohn

Practice Areas

Katie is a partner in the firm’s Employee Benefits & Executive Compensation group. She advises clients on all aspects of qualified retirement plan compliance. Katie's practice encompasses a broad range of counseling, from day-to-day compliance issues under ERISA and the Internal Revenue Code, to complex or strategic matters where creativity is necessary. As a former attorney with the Pension Benefit Guaranty Corporation (PBGC), she has a unique background concerning single- and multi-employer defined benefit pension plan issues. Katie also represents clients in federal court and arbitration in matters involving single- and multi-employer retirement plans.

Katie routinely guides clients through regulatory enforcement processes and investigations by the DOL, IRS, and PBGC. She also counsels clients on corrections under Employee Plans Compliance Resolution System (EPCRS) and the Voluntary Fiduciary Correction Program (VFCP). Katie has extensive experience working with recordkeepers, third-party administrators, and other service providers on large-scale corrections, addressing prohibited transaction issues, and addressing customer and service-level IRS and DOL inquiries. Katie assists clients in finding effective and valuable solutions regarding retirement plan mergers and spinoffs, plan de-risking transactions, plan terminations, plan corrections, and overfunded plans. She 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 has significant experience assisting clients with participation in multi-employer 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

Education