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Name
Joanne Jacobson
Title
of Counsel
Bio
Joanne has over 25 years of experience advising corporations, tax-exempt organizations, governmental employers, and financial institutions on a broad range of employee benefits and executive compensation issues. Her expertise covers numerous topics affecting employer sponsored tax-qualified retirement plans, nonqualified deferred compensation plans, equity compensation programs, executive employment agreements, and health and welfare arrangements. In addition to plan design, implementation and administration, Joanne helps plan
sponsors navigate the benefits issues related to mergers and acquisitions and the termination of pension plans. She advises plan benefit committees on their fiduciary obligations and guides employers through internal compliance audits and responds to audits and investigations by the IRS, DOL, and PBGC. She provides advice concerning all aspects of health and welfare plan compliance, including requirements under the Affordable Care Act, high deductible health plan/health savings account plan designs, ERISA’s plan document and notice requirements, HIPAA, cafeteria plans, and COBRA rules.
sponsors navigate the benefits issues related to mergers and acquisitions and the termination of pension plans. She advises plan benefit committees on their fiduciary obligations and guides employers through internal compliance audits and responds to audits and investigations by the IRS, DOL, and PBGC. She provides advice concerning all aspects of health and welfare plan compliance, including requirements under the Affordable Care Act, high deductible health plan/health savings account plan designs, ERISA’s plan document and notice requirements, HIPAA, cafeteria plans, and COBRA rules.
