Belinda S. Morgan

Partner

Belinda S. Morgan

Partner

Belinda Morgan focuses her practice on employee benefits and executive compensation. In the employee benefits area, Belinda’s work centers on the design and administration of qualified retirement plans, including 401(k) plans, defined benefit pension plans, and 403(b) plans for non-profit employers.  With respect to executive compensation, Belinda counsels both for-profit and non-profit companies on establishing and maintaining all types of executive compensation programs, such as stock options, restricted stock, phantom stock arrangements, nonqualified deferred compensation arrangements (including 457(b) and 457(f) arrangements), and executive employment agreements. In addition, Belinda regularly provides specialist support for the benefits aspects of mergers and acquisitions, for both buy- and sell-side transactions.

Belinda is a partner in the firm’s Employee Benefits & Executive Compensation Practice, and is also a member of Foley’s Labor & Employment practice group and its Health Care & Life Sciences sector. She is also a member of the Chicago office’s Wellness Committee, which helps promote a culture of physical and mental well-being for the firm’s Chicago office.

Affiliations

  • American Bar Association Employee Benefits Section
  • Illinois State Bar Association
  • Chicago Bar Association

Publications and Presentations

  • Belinda has authored or co-authored numerous articles regarding recent developments in employee benefits and ERISA law. She is also a frequent speaker on Foley’s Employee Benefits Broadcasts, a series of web conferences that provide participants with knowledgeable insights on noteworthy employee benefits topics.
07 February 2024 Deals and Wins

Foley Represents Baker Tilly in Connection With Its Strategic Investment Led by Hellman & Friedman

Foley & Lardner LLP represented Baker Tilly, a leading advisory CPA firm, in connection with its strategic investment from private equity firms Hellman & Friedman and Valeas Capital Partners.
26 October 2023 Deals and Wins

Foley Advises Skyline Champion in Acquisition of Regional Homes

Foley & Lardner LLP served as legal advisor to Skyline Champion Corporation of Troy, Michigan, a leading producer of factory-built housing in North America, in its acquisition of Regional Homes, a manufactured and modular housing company built by Heath Jenkins of Mississippi.
19 October 2023 Legal News: Employee Benefits Insights

Diving Into SECURE 2.0: Changes Affecting Non-Profit and Governmental Employers

This month, we’re focusing on SECURE 2.0 changes specific to Internal Revenue Code (Code) Section 403(b) plans and governmental Code Section 457(b) plans sponsored by nonprofit hospitals, universities, charities, and governmental entities.
14 March 2023 Newsletters

Diving Into SECURE 2.0: New Changes Ease Plan Sponsor Administrative Burdens

In this article, we examine certain SECURE 2.0 changes designed to simplify plan administration for sponsors of defined contribution plans (including Code Section 401(k), 403(b) plans, and 457(b) plans) and encourage employees to save for their retirements.
14 December 2022 Newsletters

401(k) Compliance Check #12: Don’t Borrow Trouble – Correcting Retirement Plan Loan Errors

In this month's 401(k) Compliance Check, we discuss one of the most common problems faced by 401(k) plan administrators – errors involving retirement plan loans.
09 May 2022 Honors and Awards

Foley Deal Wins 2022 M&A Atlas Award

Foley & Lardner LLP is pleased to announce that a transaction handled by the firm received an award at the 2022 USA M&A Atlas Awards, sponsored by the Global M&A Network.