Morgan Lewis

Carly E. Grey

Associate

Carly E. Grey counsels employers on employee benefit and executive compensation matters. She advises on qualified and nonqualified retirement plans, health and welfare plans, and executive compensation arrangements. She also counsels clients on the legal issues arising under ERISA, the Internal Revenue Code, the Affordable Care Act, HIPAA, COBRA, and securities laws. In addition to helping employers resolve day-to-day compliance issues, Carly advises on complex employee benefits and executive compensation matters.

blog contributor

ML BeneBits
Covering a full range of Benefits and Compensation Topics

    Extended Profile

    Carly negotiates and drafts service provider agreements for health and retirement plans. She also develops compliance programs and resources for employers, preparing government filings when appropriate. When designing and amending benefit plans and employee communications, she uses a holistic approach.

    Carly uses her comprehensive knowledge of employee benefits when advising on corporate transactions and structuring executive compensation arrangements. She also prepares change of control calculations for assessing potential excise tax liability under US Internal Revenue Code Section 280G and for securities disclosure purposes. In addition, Carly prepares securities filings for public companies.

    Carly regularly volunteers with the D.C. Bar Community Economic Development Project and the D.C. Bar Probate Resource Center.


    Education

    • The George Washington University Law School, 2007, J.D., With Honors
    • John Carroll University, 2004, B.S., Cum Laude

    Admissions

    • District of Columbia

    Awards and Affiliations

    Member, District of Columbia Bar Association, Section of Taxation

    Member, American Bar Association, Section of Taxation

    Member, Capital Benefits Attorneys

    Publications

    6/15/2018 - Health Plan Checkup: Recent Cases Highlight Importance of Anti-Assignment Provisions, ML BeneBits

    6/22/2017 - It’s Time to Prepare for Participant Requests under New Mental Health Parity Guidance, ML BeneBits

    9/16/2016 - Consider Amending Plans for Proposed Section 409A Regulations, ML BeneBits

    7/20/2016 - DOL Proposes Major Changes to Form 5500, ML BeneBits

    Winter 2016 - Welcome to the New Age of Electronic Participant Communications, Plan Consultant

    March 2013 - IRS Updates and Expands its Retirement Plan Qualification Correction Program, Journal of Taxation, Vol. 118 No.3

    3/19/2013 - Voluntary Correction of Retirement Plan Defects

    1/31/2013 - IRS Updates and Expands Qualification Correction Program

    12/16/2011 - IRS Offers Temporary Relief to IRA Owners; Awaits DOL Guidance

    News

    10/5/2016 - Morgan Lewis Represents Tabula Rasa HealthCare in $60M Initial Public Offering

    6/8/2016 - Morgan Lewis Advises Eureka Growth Capital in MedForce Acquisition

    5/6/2016 - Morgan Lewis Advises The Wicks Group in Acquisition of Bisnow

    10/14/2015 - Morgan Lewis Advises Svenska Cellulosa Aktiebolaget in $513M Pending Acquisition

    8/5/2015 - Morgan Lewis Advises Virtium in Growth Investment by L Squared Capital Partners

    7/21/2015 - Morgan Lewis Advises eBay in $925 Million Sale of eBay Enterprise

    6/8/2015 - Morgan Lewis Advises MetroCast, Harron Communications in $200 Million Sale to Atlantic Broadband

    4/23/2015 - Morgan Lewis Advises Source4Teachers in Sale to Nautic Partners

    3/16/2015 - Morgan Lewis Advises Harte Hanks in 3Q Digital, Inc. Acquisition

    5/28/2014 - Morgan Lewis Advises Brickman on Merger with ValleyCrest

    7/15/2011 - Morgan Lewis Serves as Co-Counsel to BHP Billiton on $12.1 Billion Acquisition of Petrohawk

    6/20/2011 - Morgan Lewis Advises Susquehanna on Acquisition of Tower

    3/28/2011 - Morgan Lewis Advises GSI Commerce on $2.4 Billion Acquisition by eBay

    View more...

    Events

    5/23/2017 - 2017 Technology May-rathon: Benefits and Compensation – Mission Critical for Tech Company Success

    5/10/2016 - 2016 Technology May-rathon: Breaking the Code: Employee Benefits/Executive Compensation

    3/19/2013 - Plan Sponsor Basics: Voluntary Correction of Retirement Plan Defects