Overview
Kate is an Associate in Maynard Nexsen’s Employee Benefits Group. Kate advises employers, plan sponsors, and plan administrators on the design, implementation, maintenance, and correction of a wide range of employee benefits plans, including tax-qualified retirement plans (e.g., 401(k), profit sharing, defined benefit/pension, and cash balance plans), employee stock ownership plans (ESOPs), health and welfare plans (e.g., cafeteria plans, flexible spending accounts, employee assistance programs, and wellness programs), and executive and deferred compensation programs. As a result, Kate regularly counsels clients with respect to both funded and self-funded arrangements to ensure compliance with ERISA, the Internal Revenue Code, COBRA, and other laws applicable to benefits and compensation as well as day-to-day administration issues.
Kate has significant experience assisting clients in employee benefits aspects of mergers and acquisitions, including due diligence, integration or termination of benefit plans, and other transition issues. In addition, Kate represents plan sponsors in proceedings before the IRS and the DOL in connection with correction programs, determination letter filings, audits, and agency inquiries. As part of this practice, Kate has a particular focus on mental health parity compliance pursuant to the Mental Health Parity and Addiction Equity Act (MHPAEA) as well as federal and state laws governing prescription drug benefits and pharmacy benefit managers (PBMs).
Kate received her J.D., magna cum laude, from Samford University, Cumberland School of Law where she was a copy editor for the Cumberland Law Review, Jere F. White Fellow, member of the Cumberland National Trial Team, and Scholar of Merit in several courses, such as Mergers & Acquisitions, Corporate Taxation, and Estate & Gift Taxation. She holds a B.S. in Public Accounting from Troy University.
Media
News
Insights
- McKenny v. United States: Eleventh Circuit Clarifies the Deductibility of Litigation Fees and the Exclusion of an Unreimbursed Loss in a Federal Tax Return, 2 CUMB. L. REV. ONLINE 49 (2020)
Admissions
- State Bar: Alabama
Clerkships
- The Honorable Staci G. Cornelius
U.S. District Court, Northern District of Alabama