December 4, 2021

Volume XI, Number 338

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Julie M. Edmond

Julie Edmond is a partner in the employee benefits practice. She has extensive experience counseling and litigating in the employee benefits area, including traditional defined benefit, cash balance, 401(k), profit-sharing and ESOPs; executive compensation and § 409A; § 403(b) plans, § 457 plans and other plans for tax-exempt organizations; and medical plans (including health reform), cafeteria plans, VEBAs and other welfare plans.  Her experience includes plan selection, formulation and drafting, regulatory compliance, audits, voluntary compliance, prohibited transactions and fiduciary duty requirements, separate line of business issues, use and handling of employee benefits and benefit plans in corporate transactions, and ERISA litigation.

  • Guidance on plan design, restructuring and implementation for publicly traded and privately held companies, tax-exempt organizations, unions and multiemployer plans.

  • Guide employer and union sponsors of tax-qualified and other employee benefit plans through U.S. Department of Labor and IRS investigations and audits, correction of operational and document errors and potential ERISA violations.

  • Advised numerous companies on employee benefit aspects of corporate transactions, including stock and assets sales and acquisitions and corporate mergers.

  • Provided comprehensive guidance to investment advisors on ERISA aspects of broker-dealer and investment advisor relationships, ERISA prohibited transactions and current legislation.

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Articles in the National Law Review database by Julie M. Edmond

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