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Elizabeth G. Kennedy

Senior Client Employee Benefits Consultant

New York 电话 +1.212.309.6192 Fax +1.212.309.6001

101 Park Ave.//New York, NY 10178-0060//United States

Elizabeth “Betty” Kennedy has over 35 years of experience in employee benefits consulting, with experience in the design, administration, and compliance of qualified pension, profit-sharing, 401(k), and group health and welfare benefit plans. Betty assists firm clients with the preparation of plan documents and amendments, summary plan descriptions, administration forms, and IRS applications for determination as well as correction.

奖项与社会关系

Member, Law Firm of the Year, Employee Benefits & Executive Compensation, Chambers USA (2019)

Member, Law Firm of the Year, Employee Benefits (ERISA Law), US News/Best Lawyers – Best Law Firms (2019)

教育背景

  • Fordham University, 1995, M.B.A.
  • Western Connecticut State University, 1983, B.A., English

执业领域

地区

Events

11/9/2016 - 2016 Plan Sponsor Basics: 401(k) Issues
5/20/2015 - Plan Sponsor Basics: Retirement Plan Administrative Compliance Calendar

News

3/29/2019 - Pension Payment and Prolonged Professions, ASPPA

Publications

11/30/2021 - Qualified Retirement Plan Sponsors: Don't Forget About Summary Plan Descriptions
9/10/2021 - Considerations for Sponsors of Qualified Plans for Year Ending 2021, Year Beginning 2022, Practical Guidance
8/19/2021 - Considerations for Sponsors of Qualified Plans for Year Ending 2021, Year Beginning 2022
7/26/2021 - DOL Says Audio Recording Is Relevant to Participant’s Denied Claim
4/30/2020 - The CARES Act and the 401(k) Safe Harbor Mid-Year Amendment Rule
February/March 2020 - Final Regulations Updates and Modify 401(k) Hardship Distribution Rules, Employee Benefit Plan Review
12/3/2019 - Qualified Retirement Plan Planning for an Economic Downturn
10/4/2019 - IRS Finalizes 401(k) Hardship Distribution Regulations
10/3/2019 - Final Regulations Update and Modify 401(k) Hardship Distribution Rules
7/19/2019 - Top 10 IRS Areas of Focus in Retirement Plan Investigations
7/15/2019 - IRS Investigations of Retirement Plans: The Top 10 Areas of Focus
7/15/2019 - Top 10 Areas of Focus in IRS Investigations of Retirement Plans
3/18/2019 - Payment of Defined Benefit Plan Benefits After Normal Retirement Age
11/28/2018 - Year-End Considerations for Retirement Plans, Part 2: Getting Ready for 2019
11/27/2018 - Year-End Considerations for Retirement Plans, Part 1: Closing Out 2018
9/25/2018 - IRS Modifies Safe Harbor 402(f) Explanations
8/29/2018 - IRS Guidance Suggests Employer Nonelective Contributions to 401(k) Plans Under Student Loan Repayment Program Do Not Violate ‘Contingent Benefit Rule’
4/17/2018 - IRS Requests Comments on Expanding Favorable Determination Letter Program
3/8/2018 - Recent Tax Law Changes Affect Hardship Distributions
11/3/2016 - IRS Issues 2017 Plan Limits
10/15/2015 - 401(k) Plan Sponsors Take Note! Year-End Notice Deadline Is December 1, 2015