Passionate about helping others, Stephanie is committed to finding solutions to help employers implement and administer employee benefit programs.
Stephanie assists employers of all sizes and from various industries on implementing and maintaining retirement and health and welfare plans to ensure compliance with ERISA and the Internal Revenue Code. She has experience drafting amendments to plan and trust documents, as well as preparing required plan disclosures and notices.
Prior to attending law school, Stephanie worked as a legislative aide and correspondent in the U.S. Senate and a senior fiscal analyst for the South Dakota Legislature, gaining invaluable experience in the legislative and administrative processes and drafting legislation.
Stephanie helped a client establish an Association Health Plan and receive a Certificate of Authority.
Stephanie helped a client file an IRS Voluntary Correction Program application to correct a plan documentation error.
Stephanie helped a plan sponsor submit an IRS application for determination upon the termination of an ESOP and receive a favorable determination letter.
News & Insights
- Press Release02.10.2021