- Indiana Chamber of Commerce Employee Benefits Seminar - ''Retirement Plan Administration 101: QDROs, Death Benefits, and POAs'' - Indianapolis - September 19, 2017
Ms. O’Gara works with private, not-for-profit, publicly traded, and governmental employers with the plan design and implementation of qualified retirement plans, including 401(k) plans, profit sharing plans, money purchase pension plans, and employee stock ownership plans (ESOPs). This includes the analysis of clients’ existing retirement plans to determine the best options to meet employer objectives and the drafting of plan documents.
She advises clients and their human resources, payroll, and accounting employees regarding the establishment of procedures for day-to-day data collection for the administration of employee benefit plans. Additionally, she works in conjunction with accountants, lawyers, and consultants in structuring and drafting a wide range of documents relating to employee benefit plans and their operation. Ms. O’Gara negotiates and drafts service provider agreements, including agreements with fiduciaries, valuation firms, and third party administrators.
Ms. O’Gara performs compliance assessments of clients’ employee benefit plans, identifies potential issues and concerns, and determines the best methods to correct compliance problems, including correction of errors under the Employee Plans Compliance Resolution System (EPCRS).