Practice and Industry Groups

Catherine R. Reese

Shareholder Indianapolis

Ms. Reese concentrates her practice in employee benefits.  She works with employers to design, establish and administer qualified retirement plans (defined contribution, defined benefit, cash balance), welfare benefit plans, and nonqualified deferred compensation plans. 

She assists clients in complying with statutory and regulatory requirements for reporting and disclosure, testing, and corrections for benefit plans, as well as assisting with IRS, DOL and PBGC filings, audits, and queries.  Ms. Reese also works on benefits issues involved in business transactions including due diligence, termination, spin-off, and merger of existing benefit plans, and design and implementation of new plans.  She helps to educate plan fiduciaries about fiduciary duties, settlor functions, prohibited transactions, and procedural prudence.  In addition, she prepares and reviews nonqualified deferred compensation agreements including executive employment and severance agreements, incentive programs, and top hat plans. 

Ms. Reese works with public and private employers, both for-profit and not-for-profit, of varying size.


Professional Activities and Speeches

Professional Activities:

  • American Bar Association (Taxation Section)
  • Indiana State Bar Association
  • Indianapolis Bar Association
  • Indiana Benefits Conference

Speeches:

  • Indiana Chamber of Commerce Employee Benefits Seminar - ''Trends in Retirement Plans'' - Indianapolis - September 19, 2017
  • Indiana Chamber of Commerce Employee Benefits Seminar - ''Managing Benefits During and After A Leave of Absence'' - Indianapolis - September 13, 2016
  • Ogletree Deakins Workplace Strategies Seminar - ''The Top 10 Benefits Compliance Issues for 2016'' - Chicago - May 05, 2016
  • Ogletree Deakins Breakfast Briefing - ''Extended Leave Potpourri With Benefits and the ADA'' - Indianapolis - March 23, 2016
  • Indiana Chamber of Commerce & Ogletree Deakins Annual Employee Benefits Seminar - ''Can We Retire Yet? Retirement Plan Update'' - Indianapolis - September 15, 2015
  • Indianapolis Fiduciary Summit - ''Fiduciary Perspective – Target Date Funds'' - Indianapolis - December 04, 2014
  • Indiana Chamber of Commerce - Employee Benefits Seminar - ''Fiduciary Frenzy - What You Need To Know'' - Indianapolis - September 17, 2014
  • Indiana Chamber of Commerce & Ogletree Deakins Annual Employee Benefits Seminar - ''Speakers Panel: ERISA at 40: Top 10 Cases for Dinner Party Conversations'' - Indianapolis - September 17, 2014
  • Indiana State Bar Association - ''Impact of US v. Windsor on Taxes & Benefits'' - Indianapolis - May 06, 2014
  • Ogletree Deakins Seminar - ''Staying Out of the ERISA Penalty Box - Practical Tips for Benefit Administrators'' - Las Vegas - February 28, 2014
  • Ogletree Deakins Managing a Workforce 2014 - ''The Affordable Care Act and DOMA Updates'' - Indianapolis - October 10, 2013
  • Indiana Chamber of Commerce & Ogletree Deakins Annual Employee Benefits Seminar - ''Worker Misclassification - The Employee Benefit Plans Consequences'' - Indianapolis - September 12, 2013
  • Indiana Chamber of Commerce & Ogletree Deakins Annual Employee Benefits Seminar - ''Taking Control of Your 401(k) - Contributions, Compensation, and Communication'' - Indianapolis - September 12, 2013
  • The Central Indiana Chapter of the International Society of Certified Employee Benefit Specialists, Annual Meeting - ''Current Benefit Issues'' - Indianapolis - November 08, 2012
  • Ogletree Deakins 12th Annual Seminar: Managing A Modern Workforce - ''When Wages and Benefits Collide - The Employment and Benefit Risks Run By Misclassification of Your Workforce'' - Indianapolis - October 03, 2012
  • Indiana Chamber of Commerce & Ogletree Deakins Annual Employee Benefits Seminar - ''Preparing for a Retirement Plan Audit'' - Indianapolis - September 13, 2012
  • Indiana Chamber of Commerce & Ogletree Deakins Annual Employee Benefits Seminar - ''Fiduciary Tune Up'' - Indianapolis - September 13, 2012
  • Indiana Chamber of Commerce & Ogletree Deakins Annual Employee Benefits Seminar - ''Please Release Me! - Severance Agreements, Releases, and 409A'' - Indianapolis - September 13, 2012
  • Indiana Chamber of Commerce & Ogletree Deakins Annual Employee Benefits Seminar - ''Making Sense of the New Retirement Plan Disclosure Rules'' - Indianapolis - September 13, 2011
  • Indiana Chamber of Commerce & Ogletree Deakins Annual Employee Benefits Seminar - ''Keeping Employees Informed: Developing a Checklist to Meet Employee Benefit Notice Requirements'' - Indianapolis - September 13, 2011
  • Indiana Benefits Conference - ''Updated Procedures and Options for Correcting Plan Errors'' - Indianapolis - October 2008
  • Indiana Benefits Conference - ''What’s New in the New EPCRS?'' - Indianapolis - September 2006

Published Works

X

Our Insights

Media

Media Quotes

January 2007 - The Counselor - Indianapolis Business Journal - "What You Need to Know About Internal Revenue Code Section 409A: Five Common Misconceptions"

Top