Summary

Patricia is a partner in Taft’s Tax practice group. With previous experience advising non-profits, religious organizations, hospitals and healthcare systems, Patricia brings in-depth knowledge in employee benefits and executive compensation to Taft. As a result, Patricia has extensive experience in the design, implementation and administration of single employer and multi-employer-defined benefit plans. This includes oversight of money purchases, profit sharing, stock bonus, compliance audits, employee stock ownership, performance plans, non-qualified deferred compensation plans, 401(k) and 403(b) plans, Section 125 “cafeteria” plans and Voluntary Employees’ Beneficiary Association (VEBA) trusts.

Prior to joining Taft, Patricia was a shareholder at a labor and employment law firm in Indianapolis. In this role, she helped clients navigate complex labor and employment issues, including by representing clients before the Internal Revenue Service and the Department of Labor, providing guidance on fiduciary compliance issues under the Employee Retirement Income Security Act of 1974 (ERISA), qualified domestic relations orders (QDROs), the Consolidated Omnibus Budget Reconciliation Act of 1985 (COBRA), the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Medicare Secondary Payer (MSP) issues, health savings accounts (HSA), the Affordable Care Act (ACA) and other employee benefits. She is also a certified employee benefits specialist (CEBS).

All Service Areas

Education

  • Indiana University - Robert H. McKinney School of Law (2000)
  • Ball State University (1991)

Admissions

  • State - Indiana

Speeches and Publications

  • Lorman Education Services Webinar, “Managing Your 401(k) Plan: A Day in the Life of a Health 401(k) Plan” (Feb. 7, 2019)
  • Employee Benefits and Executive Compensation Symposium, “Navigating the Minefields of Auto-Enrollment and Auto-Escalation” (May 8, 2018)
    Lorman Education Services Webinar, “Mergers and Acquisitions: Employee Benefits Due Diligence Checklist” (March 28, 2018)
  • National Business institute, “Buying and Selling a Business-HR Due Diligence Insights and Tips from an ERISA Attorney” (Dec. 11, 2017)
  • White Oak Advisors, LLC, Fiduciary Summit expert panelist (Oct. 3, 2017)
  • Indianapolis Chamber of Commerce Employee Benefits Seminar, “Is Your Plan ‘Vaccinated’ Against the Epidemic of Plan Fee Litigation?” (Sept. 19, 2017)
  • Tri-State Actuarial Club Meeting, “Current Pension-Related Litigation” (Sept. 18, 2017)
  • Lorman Education Services Webinar, “IRS Determination Letter: Recent changes and New Guidance” (July 27, 2017)
  • National Business Institute, “Buying and Selling a Business-HR Due Diligence Insights and Tips from an ERISA Attorney” (Dec. 13, 2016)
  • Indianapolis Chamber of Commerce Employee3 Benefits Seminar, “The Buck Stops Here: Facing the Fiduciary Challenge; Impact of the New Overtime Rules on Employee Benefits” (Sept. 13, 3016)
  • National Business Institute, “The Affordable Care Act and Other Developments in Employment Law (Federal and State)” and “Benefits: Health Insurance, Flex Spending and Retirement Plans; Modifications to the Consolidated Omnibus Reconciliation Act of 1985 (COBRA); Changes to Flexible Spending Accounts; Employee Retirement Income Security Act (ERISA)-Pitfalls to be Way of” (May 20, 2016)
  • Lorman Educational Services webinar, “IRS and DOL Audits Happen—How Employers can be Prepared” (April 6, 2016)

Professional Affiliations

  • American Bar Association

    Member, Committee on Employee Benefits

  • Indiana Benefits Conference

    Former chairperson

  • Indianapolis Bar Association

    Member

  • American Society of Pension Professionals and Actuaries

    Member