Kaitlyn S. Lagassey

Kaitlyn serves as counsel to jointly administered employee benefit funds with assets ranging from several million to several billion dollars. She strives to keep clients in compliance with complex and sometimes overwhelming legal rules. Kaitlyn counsels clients on how to maintain the tax qualified status of their plans and meet their fiduciary duties.

Kaitlyn advises clients on the practical application of various federal laws to the operation and administration of their employee benefit plans. Her advice often includes explanations of the Taft-Hartley Act, ERISA, COBRA, HIPAA, ACA, Medicare Part D, the Pension Protection Act and the Internal Revenue Code. In addition, Kaitlyn’s services include drafting notices required by the federal government, assisting in plan design and benefit improvement issues, attending and reporting at client meetings, reviewing and determining the qualified status of domestic relations orders, negotiating and drafting service provider agreements, and acting as a general resource to clients.