Ms. Carrie Grove, a partner in the Employee Benefits & Executive Compensation Department of the Los Angeles office, has more than 19 years of experience as an ERISA attorney. Ms. Grove’s practice focuses on multiemployer pension and benefit plans. She routinely counsels those plans on fiduciary responsibility, benefit claims, and prohibited transaction issues.
She also assists plans by drafting plan documents, plan amendments and participant communications. In addition, she regularly is involved with drafting and negotiating agreements with third-party providers for her multiemployer plan clients.
Ms. Grove regularly advises and assists multiemployer defined benefit and defined contribution pension plan clients on compliance with the Pension Protection Act and other applicable laws, as well as on withdrawal liability, suspension of benefits, and merger and spinoff issues. Ms. Grove also advises multiemployer health and welfare plan clients on compliance with applicable laws, including COBRA, HIPAA privacy regulations and health care reform legislation.
Ms. Grove is responsible for negotiating investment management agreements for separate accounts and group trusts. Ms. Grove also routinely reviews private equity and other alternative investment agreements and related documentation, and negotiates side letters that contain provisions that afford greater protection to the ERISA plans she represents.
Ms. Grove also assists ERISA apprenticeship and training plans. She routinely counsels those plans on compliance with applicable laws, and assists them with navigating the unique requirements with which these types of plans are obligated to comply.
Ms. Grove regularly speaks at the Annual Conference of the International Foundation of Employee Benefit Plans, which is held each fall. Her most recent speaking topics include the continuing effect of the ACA on multiemployer plans, the impact the repeal of DOMA has on employee benefit plans, and tips for negotiating investment manager agreements on behalf of benefit plans.
She is also the co-author of several articles published in the International Foundation Benefits Magazine, including Complying With the Affordable Care Act – 90-Day Limit on Waiting Periods (March 2013), Tax Reporting and Withholding on Pension Payments (January 2013), A Plan Sponsor’s Guide for Collecting Withdrawal Liability (July 2010), Merging Multiemployer Health and Welfare Funds: A Practical Guide (December 2008), Investing Pension Assets in Alternative Investments (August 2007), and What to Do With Post-Death QDROs (September 2006).
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