Abby has participated in over 50 Employee Retirement Income Security Act (ERISA) investigations with subjects including retirement and group health plan service providers, defined benefit and defined contribution retirement plans, group health plans and master trusts.

Overview

Abby dedicates her practice to assisting clients with a variety of employee benefits compliance matters pertaining to health and welfare and retirement plans, including 401(k) plans, Employee Stock Ownership Plans (ESOPs) and defined benefit pension plans. Informed by her experience as an investigative assistant for the U.S. Department of Labor's Employee Benefits Security Administration (EBSA) and as an intern for the U.S. Department of Labor's Kansas City Regional Solicitor's Office (RSOL), Abby helps clients develop practical employee benefits solutions and prudent fiduciary processes. She also contributes to the firm's Benefits Notes blog, which provides analysis on hot topics relating to health care reform, retirement plan design and executive compensation.

Experience

Abby restates defined benefit and defined contribution plans, including pre-approved plan conversions and complicated non-amender restatements.

She researches questions relating to compensation definitions, fiduciary responsibilities, prohibited transactions, cafeteria plans, wellness plans, wrap plans and other ERISA and Internal Revenue Code compliance matters.

She drafts qualified retirement and health plan documents, including amendments, SPDs, SMMs, investment policy statements, ESOP notes, QDROs, group annuity contracts, determination letter applications and plan termination notices.

News & Insights

Recognitions

Recognitions

Pro Bono and Public Service Honors, UMKC School of Law, 2015

Phi Kappa Phi Honor Society, UMKC School of Law, 2014

Roy A. Larson Scholarship, The Bar Plan Foundation, 2015

William P. Eckels Memorial Scholarship, UMKC School of Law 2013

CALI Excellence for the Future Award: Deferred Compensation, Negotiating Mergers and Acquisitions, Seminar in Employment Law, Evidence, Civil Procedure 1, Criminal Procedure 1 and First Amendment Law

Professional & Civic Activities

Professional & Civic Activities

National Center for Employee Ownership (NCEO) Member

Volunteer Income Tax Assistance (VITA)

  • Provided volunteer sign language interpreting services for deaf and hard-of-hearing individuals receiving income tax preparation services through VITA

Admissions

  • Missouri, 2016

Education

University of Missouri-Kansas City, J.D., summa cum laude, 2015

  • Law Review, Staff

Tennessee Temple University, B.S., summa cum laude, 2009

Jump to Page

We use cookies on our website to improve functionality and performance, analyze website traffic and enable social media features. By continuing to use our website, you agree to our use of cookies. For more information, please see our Cookie Policy.