Jane advises clients on IRC and ERISA issues related to retirement, health and welfare, including the Affordable Care Act (ACA), and nonqualified deferred compensation plan Section 409A compliance. Working with domestic and international clients, Jane provides advice and counsel throughout the life cycle of a retirement plan program, from design and implementation of 401(k) plans and safe harbor features, cash balance pension plans, plans for small businesses (such as SEPs and Simple IRAs), and nonqualified deferred compensation plans and SERPs, to ongoing compliance, including advice regarding related federal and state taxation, reporting and withholding.

Jane’s breadth and depth of experience with qualified and nonqualified plans enables her to guide clients through complex issues, including government audits; internal plan health checks; nondiscrimination testing; correcting operational and annual reporting failures under IRS and DOL voluntary programs (including 409A corrections); ACA compliance and responding to IRS penalty notices; IRC 409A compliance; and migrating plans to new vendors and recordkeepers, among others. In addition, she guides clients through M&A transactions, performing due diligence reviews and advising on potential liabilities for noncompliant qualified and nonqualified plans and health and welfare plans.