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Kelly is a member of the firm’s employment law practice group, working closely with other team members in providing practical and cost-effective answers and solutions to employer sponsors of benefit and compensation plans.
Kelly provides employers, plan administrators, retirement and health plan fiduciaries, and related service providers with expert analysis and strategies for dealing with the ever-changing and complex standards of ERISA, the Internal Revenue Code, HIPAA, COBRA, the Affordable Care Act (ACA), and related laws. Kelly also assists employers with benefit plan designs and compliance issues. With respect to tax-qualified retirement plans, executive compensation, and health and welfare plans, Kelly’s goal is to help employers meet their human resources, compensation, and benefits objectives while minimizing exposure to penalties, excise taxes, and litigation arising from actual or alleged noncompliance.
Kelly frequently represents benefit plan sponsors in connection with benefit plan operation, qualification and prohibited transaction issues, including representation before the IRS and U.S. Department of Labor in compliance audits and various plan correction issues. Kelly assists employers in implementing legally compliant wellness plans to promote employee health and the reduction of preventable participant health costs. Kelly also provides employers with advice and strategies for dealing with the ACA’s Pay-or-Play Rules, reporting requirements, as well as technical assistance in assessing ACA design opportunities, options, and the impact of ACA rules on other employer benefit programs.
Kelly also works closely with the firm’s corporate practice group in providing due diligence assistance in analyzing employee benefits and executive compensation issues that affect almost every merger or acquisition transaction. Further, Kelly provides advice in the transaction process regarding plan terminations, integration of benefit plans and compliance strategies related to post-transaction issues.
1
Practice Area
24 years
We have not found any cost information for this lawyer
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Chat withState: Wisconsin
Acquired: 2002
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111 E. Wisconsin Avenue, Suite 1400, Milwaukee, WI, 53202
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2016 - Present
Attorney, O'neil, Cannon, Hollman, De Jong & Laing S.C.
2010 - 2016
Employee Benefits and Compensation Attorney, Davis & Kuelthau, s.c.
2018 - Present
Taxation Section Board, State Bar of WisconsinVice Chair
2015 - Present
State Bar of WisconsinDirector, Taxation Section Board
2014 - Present
Student Governance Council, Milwaukee German Immersion SchoolMember
2012 - Present
Metro Milwaukee Society for Human Resource ManagementMember
2003 - Present
American Bar Association, Labor and Employment Law SectionMember, Retirement Plan Design, Qualification & Admin Subcomm'ee
2002 - Present
American Bar AssociationMember
2016 - 2016
Junior Achievement (Metro Milwaukee)Volunteer
2016 - 2018
State Bar of WisconsinSecretary/Treasurer, Taxation Section Board
2009 - 2015
IRS Tax-Exempt/Government Entities CouncilMember
2007 - 2010
WRPPL (Wisconsin Retirement Plan Professionals, Ltd.)Board Member (President, 2008-2010)
2006 - 2012
German Immersion Foundation, Inc.Board Member, Officer
2002
JD - Juris Doctor
1999
M.A.
1994
B.A.
N/A
2011
• Gotcha: Don't Wait for the IRS (or DOL) to Find Your Mistakes
2010
• A Closer Look at the Law: Legalities, Open Issues and Implementation
2007
• Clearing the Smoke: Employer Wellness Plan Update
2007
• Legal Issues Related to Wellness Programs and Tobacco-Use Policies
2006
• Correction Connection: Overview of the Updated EPCRS Program
2006
• The Future is Here: Overview of the Revised Determination Letter Program
2005
• Tobacco Use, Wellness Program Rules, and Appilcation of the Americans with Disabilities Act (ADA)
2016
2013
2012
2009
N/A
N/A
English
German
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