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Kick Start 2021: Employee Benefits Compliance Checklist


Jan 12, 2021 11:03 AM

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Sarah Ivy, Esquire
Shareholder @Saxton & Stump
Sarah Ivy, Esq. focuses her practice in the areas of employee benefits law, executive compensation and taxation. She has more than 20 years of experience analyzing regulations under the Internal Revenue Code (IRC) and Employee Retirement Income Security Act (ERISA) and applying those rules to a range of benefits plans such as qualified retirement (401(k), 403(b), profit-sharing and pension plans), welfare benefits plans, non-qualified deferred compensation plans and equity-based compensation plans. Sarah advises clients across all industries including both for-profit and non-profit organizations with respect to compliance with complex employee benefits regulations and employee stock ownership plan (ESOPs). She works closely with clients to design benefits plans that maintain compliance with federal law and assists employers involved with Department of Labor (DOL) or Internal Revenue Service (IRS) audits or reviews.