Kelsey A. O’Gorman is a member of the firm’s Employee Benefits & Executive Compensation Practice. She focuses her practice on executive compensation and retirement plans for public and private companies, which includes:
- Drafting and advising clients with respect to cash incentive, equity, phantom equity, and deferred compensation plans and executive employment, severance and change in control agreements
- Drafting and reviewing executive compensation disclosures under the Securities Exchange Act of 1934, including proxy statements, beneficial ownership reports, and periodic reports
- Helping clients navigate compliance with Internal Revenue Code Sections 409A and 280G and securities laws
- Providing advice on executive compensation trends, best practices and proxy advisory firms’ views of executive compensation voting policies
- Counseling clients on design and compliance questions with respect to their 401(k) plans and defined benefit pension plans, including pension plan terminations
- Addressing retirement plan operational errors
- Providing employee benefits support on corporate transactions, including mergers and acquisitions, SPAC transactions, spin-offs, and initial public offerings
- Wisconsin Bar Association
- Milwaukee Bar Association
Webinar Key Takeaways: Feeling Insecure About SECURE 2.0? A Discussion for Retirement Plan Sponsors
SECURE 2.0 significantly changed the legal and administrative compliance landscape for retirement plans. Foley recently hosted a webinar where Leigh Riley, Kathleen Bardunias, and Kelsey O’Gorman discussed key provisions of SECURE 2.0 that will impact your 401(k) and pension plans.
Feeling Insecure About SECURE 2.0? A Discussion for Retirement Plan Sponsors
SECURE 2.0 significantly changed the legal and administrative compliance landscape for retirement plans. Foley & Lardner’s Employee Benefits & Executive Compensation team invites you to attend this informative webinar discussing key provisions of SECURE 2.0 that will impact your 401(k) and pension plans as well as providing insights and suggestions for administering your company-sponsored retirement plans in light of these new rules and related best practices.
And The Crowd Goes Wild: IRS Delays SECURE 2.0 Roth Catch-Up Rule Until 2026
While most of the country was gearing up for the U.S. Open, retirement plan sponsors and service providers collectively celebrated a big win on August 25 when the IRS delayed the new Roth catch-up rule until January 1, 2026.
Diving Into SECURE 2.0: New DOL Lost and Found, Updates to EPCRS, and Delayed Implementation of Roth Catch-up Requirement
This month, we discuss changes to government programs, including a new Department of Labor (DOL) lost and found registrar and updates to the Internal Revenue Service’s Employee Plans Compliance Resolution System (EPCRS), as well as the delayed implementation of the Roth Catch-up Requirement.
Foley Represents Blue Run Spirits in Acquisition by Molson Coors Beverage Company
Foley & Lardner LLP represented Blue Run Spirits, an award-winning producer of finely crafted bourbon and rye whiskies, in its agreement to be acquired by Molson Coors Beverage Company.
401(k) Compliance Check #7: Five Administrative Policies Every 401(k) Plan Needs
To help employers properly administer their 401(k) plans, in 2022, Foley & Lardner LLP is authoring a series of monthly “401(k) Compliance Check” newsletters. This article discusses some of the policies that are important for the proper administration of 401(k) plans.