“I learn and understand the challenges my clients face in their business and use this knowledge to effectively develop solutions that are correct as a matter of law and consistent with the client’s long-term goals.”
Autumn’s practice encompasses all areas of employee benefits and ERISA. Her practice includes health and welfare plans, qualified and nonqualified retirement plans, executive compensation, international benefit arrangements, and related tax matters. She routinely advises multiple employer pension plans, companies, trust funds, and individuals with respect to matters involving qualified and nonqualified deferred compensation arrangements, severance plans, employment contracts, service agreements, welfare benefit plans, equity-based compensation arrangements, mergers and acquisitions, plan investments, succession planning, and fiduciary issues.
Autumn works closely with her clients advising them on day-to-day compliance issues ranging from benefits administration, contracting with service providers, to compliance with health care reform mandates. She also works with companies to design, establish, and maintain executive compensation arrangements to attract and retain highly qualified professionals. Autumn regularly assists employers in evaluating the impact of health care reform on company budgets and long-term plans.
Autumn works with employers through all phases of the process—beginning with plan formation and documentation to everyday plan administration and design changes. She assists retirement plan sponsors in establishing and maintaining qualified domestic relations order review procedures for 401(k), pension, and 403(b) plans and ensuring plan sponsors are adequately protected in exercising their fiduciary responsibilities. Autumn advises company fiduciaries and investment committees on best practices to insulate employers from participant challenges and lawsuits.
Autumn has also worked with state agencies and universities in the administration of, and compliance matters associated with, qualified tuition programs such as 529 plans and tuition reimbursement plans.
An additional service Autumn offers her clients is a targeted compliance audit. Audits can be tailored to fit each client’s needs and can focus on a wide range of compliance issues for health and retirement plans such as COBRA, HIPAA, health care reform, fiduciary compliance, plan administration, reporting and disclosure.
Autumn understands the unique role employee benefit plans play in everyday business decisions. Autumn is able to assist clients in evaluating the impact of employee benefit plans on potential mergers and acquisitions or business re-structuring and succession planning, including an evaluation of Employee Stock Ownership Plans (ESOPs) as part of business succession planning.
In addition to her legal practice, Autumn teaches a course on employee benefits and retirement plans as an adjunct professor at Creighton University’s College of Law and Heider College of Business.