Areas of Expertise
Senior Consultant, Technical Resources
Sheila advises firm clients on all areas of employee benefits and executive compensation compliance with significant experience in implementing, amending and restating tax-qualified plans, and providing counsel regarding their day-to-day administration. Her experience includes the termination and mergers of tax-qualified plans and advising clients on fiduciary compliance, IRS and DOL plan audits, and correction of operational and documentation errors in submissions under federal correction programs. With respect to welfare benefit plan compliance, Sheila provides employers with advice on matters arising under the ACA, COBRA, HIPAA, as well as wellness plan design.
Sheila assists employers on merger and acquisition employee benefits issues by performing due diligence and providing advice on purchase agreement provisions that affect employee benefits and executive compensation. Her executive compensation experience spans nonqualified plan design, employment agreements, severance agreements and general compliance issues arising under Internal Revenue Code Section 409A.
Professional and Community Involvement
What's Your Passion?
After my daughters, our adopted animals, our seven acres, meditation and yoga, my passion is writing poetry, essays and journal entries.
Publications and Presentations