Patricia is a seasoned paralegal focusing in the areas of pension, welfare and employee benefits law.
Patricia provides support in all aspects pertaining to the establishment, maintenance and termination of qualified retirement plans. With over 30 years of experience, she is familiar with many types of retirement plans (401(k), profit sharing, money purchase, ESOP, cash balance and defined benefit), many types of plan documents (volume submitter, prototype and individually designed), and many types of plan sponsors (single employer, multiple employer, union and governmental). Her areas of expertise include plan document compliance, on and off-cycle IRS determination letter filings, correction programs, reporting and disclosure requirements and filings, plan administration issues, and participant communications.
