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Kristina Rae Jones: Lawyer with Troutman Sanders LLP

Kristina Rae Jones

LinkedIn
Associate
Atlanta,  GA  U.S.A.
Phone404.885.3871

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Experience & Credentials
 

Practice Areas

  • Employee Benefits & Executive Compensation
     
    University University of Georgia, B.B.A., First Honor Graduate, summa cum laude, 2006; University of Georgia (Certificate in Nonprofit Organizations: Development/Management, 2009)
     
    Law SchoolUniversity of Georgia, J.D., cum laude, 2009 Notes Editor, Georgia Law Review
     
    Admitted2009, Georgia
     
    Memberships State Bar of Georgia (Member, Employee Benefits Law Section).

     
    Biography

    Kristina's practice focuses on all aspects of employee benefits law, including tax-qualified retirement plans, non-qualified deferred compensation arrangements, health and welfare plans, and equity- and/or incentive-based compensation plans.

    Representative Experience

    Drafts equity and cash incentive plans and award agreements, including stock options, restricted stock, restricted stock units and phantom stock grants to U.S. and foreign participants.

    Analyzes and drafts deferred compensation arrangements for compliance with Internal Revenue Code Section 409A and assists with Section 409A corrections.

    Calculates tax liabilities resulting from plan document or operational failures, including loss of incentive stock option status and loss of plan documents, and advises on payroll tax obligations.

    Analyzes change in control and severance issues, including Internal Revenue Code Section 280G.

    Analyzes plan administration issues, including treatment of domestic partners and same-sex spouses, beneficiary designations, domestic relations order qualification and general fiduciary duties under ERISA.

    Performs review of benefits-related issues arising in mergers, acquisitions, spin-offs and other corporate transactions.

    Coordinates IRS filings, including submissions under the Employee Plans Compliance Resolution System and determination letter submissions.

    Attained a waiver of over $100,000 in penalties assessed by the IRS against pro bono client for repeatedly failing to file Forms 990.

    Presentations, Publications and Articles

    "New Guidance May Make Plan Sponsors Reconsider Offering Lifetime Income Options," E-Alert (February 2012).

    "Prevention and Wellness Initiatives: Effects of Health Care Reform on Incentive Programs," Women in Insurance and Finance, March 11, 2011 (co-presenter).

    Georgia Human Resources Manual: A Guide to Georgia and Federal Employment Laws and Regulations (ed. Seth Ford, 2011) (contributor).

    "Plan Governance and Fiduciary Responsibility Bulletin," a Troutman Sanders LLP quarterly publication (co-author).

    "Health Care Reform Developments," E-Alert (July 2010) (co-author).

    Public Service

    DeKalb Medical Center Wills Project, Attorney Volunteer.

    Atlanta Volunteer Lawyer's Foundation Wills Project - Emergency Personnel, Attorney Volunteer.

    Atlanta Legal Aid Society's Cancer Patient Project, Attorney Volunteer.

    Other Distinctions

    Selected for the State Bar of Georgia Tax Section's Outstanding Student Award, 2009

    Work Experience

    Associate, Troutman Sanders LLP, 2010-present

    Memberships

    · State Bar of Georgia, Employee Benefits Law Section, Tax Section

     
    ISLN920981045
     

    Documents by this lawyer on Martindale.com

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    New Guidance May Make Plan Sponsors Reconsider Offering Lifetime Income Options
    Kristina Rae Jones,Jonathan A. Kenter,Evelyn Small Traub, March 2, 2012
    In an effort to help American families save for retirement and better manage their retirement savings, the U.S. Treasury Department and Internal Revenue Service have released two revenue rulings, which plan sponsors can rely on now, and two proposed regulations, which are intended to remove...
    Profile Visibility
    #2,533 in weekly profile views out of 18,473 lawyers in Atlanta, Georgia
    #176,267 in weekly profile views out of 1,461,250 total lawyers Overall

    Office Information

    Kristina Rae Jones
    Troutman Sanders LLP
    600 Peachtree Street, N.E., Suite 5200
    Atlanta, GA 30308-2216




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