Patricia L. Beaty

Shareholder Indianapolis

Patricia Beaty concentrates her practice in the area of employee benefits and executive compensation. She has experience in the design, implementation and administration of single employer and multiemployer defined benefit plans as well as money purchase, profit sharing, stock bonus, employee stock ownership, performance plans, non-qualified deferred compensation plans, 401(k) and 403(b) plans, Section 125 “cafeteria” plans and Voluntary Employees’ Beneficiary Association trusts (VEBAs). Mrs. Beaty also has experience in auditing plans for compliance failures and represents the firm’s clients before the Internal Revenue Service and the Department of Labor on a variety of issues, including audits by both agencies and correction of operational failures under the Internal Revenue Service Employee Plans Compliance Resolution System and fiduciary issues under the Department of Labor’s Voluntary Fiduciary Correction Program. Her further experience involves working with clients on issues relating to fiduciary compliance under the Employee Retirement Income Security Act of 1974 (ERISA), QDROs, COBRA, HIPAA, new comparability or “cross tested” plans, cash balance plans, Medicare Secondary Payer issues, Health Savings Accounts, the Affordable care Act and recent legislation affecting all aspects of employee benefits. Mrs. Beaty has experience advising non-profit and religious organizations with particular expertise representing religious organizations, hospital and health systems.


Professional Activities and Speeches

Professional Activities:

  • Certified Employee Benefits Specialist (CEBS)
  • American Bar Association Committee on Employee Benefits
  • Indiana Benefits Conference (Past Chairperson)
  • Indianapolis Bar Association
  • American Society of Pension Professionals and Actuaries

Speeches:

  • Ogletree Deakins Seminar - ''What You Need to Know: Benefits for Non-Benefits Professionals'' - Overland Park - October 18, 2018
  • Ogletree Deakins Managing a Workforce in 2019 - ''Reality HR: How To Untangle The Multiple Strands And Maintain Control Of Reasonable Accommodation Requests'' - Kohler - September 21, 2018
  • Employee Benefits and Executive Compensation Symposium - ''Navigating the Minefields of Auto-Enrollment and Auto-Escalation'' - Phoenix - May 08, 2018
  • Lorman Education Services Webinar - ''Mergers and Acquisitions: Employee Benefits Due Diligence Checklist'' - March 28, 2018
  • National Business Institute - ''Buying and Selling a Business - HR Due Diligence Insights and Tips from an ERISA Attorney'' - Indianapolis - December 11, 2017
  • White Oak Advisors, LLC (Expert Panelist) - ''Fiduciary Summit'' - Indianapolis - October 03, 2017
  • Indianapolis Chamber of Commerce Employee Benefits Seminar - ''Is Your Plan “Vaccinated” Against the Epidemic of Plan Fee Litigation?'' - Indianapolis - September 19, 2017
  • 2017 Tri State Actuarial Club Meeting - ''Current Pension-Related Litigation'' - Fort Wayne - September 18, 2017
  • Ogletree Deakins Employee Benefits Seminar - ''Top 10 Employee Benefits Compliance Issues?'' - Fort Wayne - August 24, 2017
  • Lorman Education Services Webinar - ''IRS Determination Letter: Recent Changes and New Guidance'' - July 27, 2017
  • Ogletree Deakins Workplace Strategies Seminar - ''Fiduciary Fee Lawsuits Are in the News—Will You Be the Next Target?'' - San Diego - May 04, 2017
  • Ogletree Deakins Employee Benefits and Executive Compensation Symposium - ''Demystifying the New IRS Regime for Determination Letters and Corrections'' - Austin - March 23, 2017
  • National Business Institute - ''Buying and Selling a Business - HR Due Diligence Insights and Tips from an ERISA Attorney'' - Indianapolis - December 13, 2016
  • Indianapolis Chamber of Commerce Employee Benefits Seminar - ''The Buck Stops Here: Facing the Fiduciary Challenge; Impact of the New Overtime Rules on Employee Benefits'' - Indianapolis - September 13, 2016
  • Ogletree Deakins Seminar - ''Top 10 Benefits Compliance Issues for 2016'' - Indianapolis - September 08, 2016
  • National Business Institute - ''The Affordable Care Act and Other Developments in Employment Law (Federal and State)" and "Benefits: Health Insurance, Flex Spending and Retirement Plans; Modifications to the Consolidated Omnibus Reconciliation Act of 1985 (COBRA); Changes to Flexible Spending Accounts; Employee Retirement Income Security Act (ERISA) - Pitfalls to be Wary of'' - Indianapolis - May 20, 2016
  • Lorman Educational Services webinar - ''IRS and DOL Audits Happen – How Employers can be Prepared'' - April 06, 2016
  • Clear Law Insitute Webinar - ''401(k) Plan Audits'' - November 16, 2015
  • Ogletree Deakins Employment Law Briefing - ''Benefits Law Update: New Guidance, Key Considerations and an Overview of the Affordable Care Act'' - Merrillville - October 27, 2015
  • NBI National Business Institute - ''Wage and Benefit Law from Start to Finish'' - Indianapolis - October 21, 2015
  • National Business Institute - ''Avoiding the Top Employee Benefit Legal Compliance Mistakes'' - Indianapolis - October 21, 2015
  • 15th Annual Seminar on Managing a Workforce - ''Meeting the Mandate: Understanding the Affordable Care Act Penalties and Defenses'' - Indianapolis - October 08, 2015
  • Indiana Chamber of Commerce – Employee Benefits Seminar - ''Can We Retire Yet: Retirement Plan Update'' - Indianapolis - September 15, 2015
  • Indiana Human Resources Update - ''Employee Benefits Update (ERISA, COBRA, HIPAA)'' - French Lick - September 11, 2015
  • Lorman Education Services Webinar - ''401(k) Audits'' - Indianapolis - August 10, 2015
  • The Knowledge Group, LLC - ''Employee Benefits and Pensions Law for Employment Lawyers'' - Indianapolis - January 27, 2015
  • Association of Corporate Counsel - ''Trivia Challenge'' - Indianapolis - August 27, 2014
  • Lorman - ''Affordable Care Act: What Employers Need to Know'' - Indianapolis - April 16, 2014
  • The Knowledge Congress Webcast Series - ''The Patient Protection and Affordable Care Act: What Employers Need to Know LIVE Webcast'' - Indianapolis - January 2014
  • Lorman - ''Affordable Care Act: What Employers Need to Know'' - Indianapolis - September 10, 2013
  • The Knowledge Congress Webcast Series - ''Significant Issues for 403(b) Plans in 2013'' - Indianapolis - September 2013
  • National Business Institute - ''The Affordable Care Act: What Employers Need to Know'' - South Bend - September 2013
  • The Knowledge of Congress Webinar - ''Retirement Planning in 2012 For Employees of Tax-Exempt Entities'' - Indianapolis - May 2012
  • AMMRC - ''What Happens to Retiree Benefits in Bankruptcy'' - Dallas - April 2012
  • SunGard/Relius Midwest Pension Conference - ''New Fee Disclosure Requirements - A Legal View of What the Service Provider Needs to Provide in Order to Comply with the New Fee Disclosure Rules'' - Indianapolis - May 2011
  • SHRM Meeting - ''Panel Speaker for Indianapolis'' - Indianapolis - July 2010
  • Lorman Education Services - ''Employee Benefit Issues in Mergers and Acquisitions'' - Indianapolis - July 2010
  • IIIiana Estate Planning Council - ''Highlights of the Pension Protection Act of 2006'' - Terre Haute - January 2007
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