Nancy counsels private and public companies, tax-exempt organizations and governmental entities on all aspects of employee benefits and executive compensation.
Nancy advises clients on the design, implementation, and continued legal and regulatory compliance of their retirement plans, including defined benefit, 401(k), 457(b), and 403(b) plans. She represents plans and other fiduciaries in the preparation of plan documents, amendments, policies and other participant communications. Nancy also has extensive experience working with plan sponsors and their third party administrators to resolve benefit plan compliance issues and in preparing submissions under the IRS and DOL correction programs.
In the executive compensation arena, Nancy has counseled clients with regard to designing and drafting equity incentive plans. She has also provided guidance on matters concerning employment and severance agreements, bonus programs, and nonqualified deferred compensation agreements, including compliance with Sections 409A and 162(m).
Prior to joining the firm, Nancy was an associate for a global leader in assurance, tax, transaction and advisory services where she conducted compliance reviews of plan documents and plan operations to identify failures and process gaps that could potentially cause legal issues.
Publications
"Courts Split On Pension Vested Rights Analysis," co-author, Employee Benefits Alert (March 2018)
"IRS Issues 2018 Limits for Retirement Plans," co-author, Employee Benefits Alert (October 2017)
“Cybersecurity: Are Public Defined Contribution Plans at Risk?” co-author, NAGDCA Publications Committee (June 2017)
"IRS Releases Updated Employment Tax Examination and Appeals Rights Publication," co-author, Employee Benefits Alert (May 2017)
"IRS Issues 2017 Limits for Retirement Plans," co-author, Employee Benefits Law Alert (October 2016)
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Presentations
"Fiduciary Training Program for Governmental Defined Contribution Plan Fiduciaries,” co-presenter, Hanson Bridgett Employee Benefits Seminar (June 2017)
"Employee Benefits Update," co-speaker, Hanson Bridgett Employee Benefits Webinar (February 2017)
"Regulatory Potpourri - What current legal, regulatory and legislative issues are relevant to the success of our plans?", co-speaker, NAGDCA Annual Conference (September 2016)
"Legal Update," co-speaker, Western Pension & Benefits Council San Francisco 2016 Spring Conference (May 2016)
"Employee Benefits Update," co-speaker, Hanson Bridgett Labor & Employment Seminar (January 2016)
"IRS Determination Letter Program Update," Hanson Bridgett Labor & Employment Seminar (January 2016)
"How to Prepare for an IRS Plan Audit," Hanson Bridgett Labor & Employment Seminar (January 2016)
“Employment Tax Audit Issues,” CALAPRS Attorney Roundtable (September 2015)
“UBTI Issues for Private Equity Investors,” CALAPRS Attorney Roundtable (September 2015)
"How to Prepare for an IRS Audit," NTSA 403(b) Plan Summit (June 2015)
"Avoiding Formation and Compensation Pitfalls," co-speaker, Keiretsu Forum Entrepreneur Academy (September 2012)
"Pension Reform," co-speaker, County Payroll Managers Fall Meeting (September 2012)
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