Employee Benefits and Pensions Law for Employment Lawyers

Patricia Beaty concentrates her practice in the area of employee benefits and executive compensation. She has experience in the design, implementation and administration of single employer and multiemployer defined benefit plans as well as money purchase, profit sharing, stock bonus, employee stock ownership, performance plans, non-qualified deferred compensation plans, 401(k) and 403(b) plans, Section 125 “cafeteria” plans and Voluntary Employees’ Beneficiary Association trusts (VEBAs). Ms. Beaty also has experience in auditing plans for compliance failures and represents the firm’s clients before the Internal Revenue Service and the Department of Labor on a variety of issues, including audits by both agencies and correction of operational failures under the Internal Revenue Service Employee Plans Compliance Resolution System and fiduciary issues under the Department of Labor’s Voluntary Fiduciary Correction Program. Her further experience involves working with clients on issues relating to fiduciary compliance under the Employee Retirement Income Security Act of 1974 (ERISA), QDROs, COBRA, HIPAA, new comparability or “cross tested” plans, cash balance plans and recent legislation affecting all aspects of employee benefits.

Stan is an attorney in the Employee Benefits Group at Ulmer & Berne LLP, which has been recognized among the 2015 Best Lawyers’ Best Law Firms in Employee Benefits (ERISA) Law and Litigation. Stan has experience in the establishment, qualification, and maintenance of all types of employee benefit plans. He has assisted with advising clients on employee benefit compliance issues, privacy and data security issues under HIPAA, issues affecting medical and other welfare benefits, benefit issues associated with mergers and acquisitions, executive compensation issues, issues related to individual retirement accounts, and ERISA issues generally. Stan also has experience in corporate and general business matters, including the negotiation and documentation of the sale and purchase of businesses. Stan is involved in the Ohio State Bar Association and the Cleveland Metropolitan Bar Association and on the Associate Board of the Greater Cleveland Sports Commission.