Carol has more than 20 years of experience providing ERISA and tax compliance advice to employers and employee benefit service providers. She advises financial services companies on sophisticated ERISA and tax issues arising in the retirement services and insurance product operations of their businesses and routinely works with securities counsel in the legal analysis of cutting-edge annuity and retirement plan product development.

Carol’s experience covers the full range of retirement plans for both public and private employers. In addition to drafting and reviewing plan documents, she represents plan sponsors before the Internal Revenue Service and the Department of Labor in obtaining voluntary compliance relief, prohibited transaction exemptions and private letter rulings in connection with their plans.

Carol has been active in the American Bar Association. Previously, she served as a vice chair of the Employee Benefits Law Committee of the Tort and Insurance Practice Section and as a member of the Employee Benefits Committee of the Section of Taxation.