September 23, 2023

Volume XIII, Number 266


Katina K. Gorman

Katina Gorman is an experienced employee benefits lawyer who helps her clients ensure compliance with ERISA, IRC, HIPAA, PPACA and other relevant laws.

Katina is well versed in drafting plan documents, trust documents, summary plan descriptions, plan and trust amendments, policies and procedures, SMMs, SBCs, and other participant notifications and communications related to benefit plans. Additionally, she is experienced in negotiating service provider contracts, investment management agreements and business associate agreements. Katina routinely reviews investment documents for clients, including private placement memoranda and limited partnership agreements, and has substantial experience preparing corresponding side letter agreements and completing the necessary subscription documents to execute multimillion-dollar investments.

Katina has particular expertise with the administration, design and operation of Taft-Hartley multiemployer fringe benefit funds including: health and welfare funds; defined benefit pension funds; defined contribution pension funds; 401(k) funds; VEBAs; and other ancillary fringe benefit funds.

Articles in the National Law Review database by Katina K. Gorman