Katie Gruner’s practice focuses on employee benefits law, including all aspects of ERISA. She has experience in designing, drafting, and providing advice regarding ongoing plan administration and regulatory compliance concerning all types of employee benefit and executive compensation programs, including tax-qualified and non-tax-qualified deferred compensation and retirement plans (such as 401(k) plans and 403(b) plans), flexible benefit plans, and other welfare benefit programs.
Katie has considerable experience in the design and administration of health and welfare benefit plans, including compliance issues relating to the Patient Protection and Affordable Care Act, HIPAA, MEWAs, and COBRA. In addition, she regularly advises tax-exempt employers on all aspects of employee benefit matters, including employment contracts, 457(b) plans, 457(f) plans, Form 990 reporting issues, compliance with Code section 409A, and the IRS’s intermediate sanctions rules.
Katie also has extensive experience in reviewing and approving qualified domestic relations orders (“QDROs”) for retirement plan sponsors/administrators. This experience makes her uniquely qualified to assist and consult with matrimonial practitioners with respect to the distribution of marital retirement assists, including drafting and reviewing settlement agreements and QDROs.