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Nancy Hilu

Nancy Hilu

Counsel
(213) 395-7617

Intro

Nancy counsels governmental entities, tax-exempt organizations, as well as private and public companies on all aspects of employee benefits.

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 has substantial experience representing clients during IRS employment tax and retirement plan audits and examinations and advising on tax reporting matters. She also works with plan sponsors and third-party providers to resolve benefit plan compliance issues and in preparing submissions under the IRS and DOL correction programs. She assists public agencies with Social Security coverage issues, including the 218 Agreement modification and the referendum process.

In addition, Nancy advises on various health and welfare issues such as cafeteria plans, health reimbursement arrangements and health savings accounts, and COBRA. Nancy's expertise covers federal and state tax treatment of fringe benefits like commuter benefit programs, life insurance, employer-provided cars, and employer-provided housing. Prior to joining the firm, Nancy was with a global leader in assurance, tax, transaction and advisory services where she, among other things, conducted compliance reviews to identify operational and process gaps that could cause legal issues.

Education

LL.M., Tax University of Washington School of Law ( 2004 )
J.D. University of Virginia School of Law ( 2003 )
B.A. cum laude University of California, Los Angeles ( 1998 )

Admissions and Courts

California

National Association of Stock Plan Professionals