Meredith Gage

Employers and service providers call on Meredith for her multidisciplinary approach to handling complex employee benefits and executive compensation matters. She assists clients with the development and continuing compliance of qualified, nonqualified, and health and welfare plans, and advises on a variety of employee benefits matters as a result of financial product offerings and M&A activity.

She focuses her practice on the design, implementation, and ongoing compliance of benefit plans, including pension, 401(k), 403(b), 457, ESOP, top hat, severance, and health and welfare plans. She also advises on fiduciary responsibility, prohibited transactions, and funding rules of ERISA, particularly for financial products. Meredith represents clients before the IRS and Department of Labor and has obtained favorable results in audits, voluntary correction applications, and other regulatory matters.

University of Pennsylvania

JD, MBE

2014

University of Chicago

AB

2011