Cathryn Beatrice Sportsman

Cathryn B. Sportsman has more than 30 years of experience practicing employee benefits law.  Cathy handles tax and compliance issues related to qualified retirement plans, and Internal Revenue Code Section 409A document and compliance issues for non-qualified deferred compensation plans.  In addition, Cathy manages the firm’s master volume-submitter documents, used throughout the country by financial and brokerage institutions, third-party administration firms and law firms for their cash balance, pension, profit sharing and 401(k) plans.

Prior to working at Brucker & Morra, she gained expertise and developed her unique perspective on employee benefits issues as in-house counsel at a major international actuarial and pension benefits consulting firm.

Cathy’s expertise on ERISA-prohibited transactions and self-dealing issues, her ability to navigate through the pitfalls of the Department of Labor’s (DOL) prohibited transaction exemption process, and her successful track record in obtaining exemptions, is invaluable to her clients.

Cathy’s in-depth knowledge of the fiduciary obligations and liabilities that ERISA imposes ensures that Brucker & Morra’s clients are protected against investigations and litigations by the DOL.