Sarah Ivy, Esq., focuses her practice in the areas of employee benefits law, executive compensation and taxation. She has more than 20 years of experience analyzing regulations under the Internal Revenue Code (IRC) and Employee Retirement Income Security Act (ERISA) and applying those rules to a range of benefits plans such as qualified retirement (401(k), 403(b), profit-sharing and pension plans), welfare benefits plans, non-qualified deferred compensation plans and equity-based compensation plans.
Because many types of employee benefits involve the use of insurance policies, Sarah has significant experience evaluating and advising clients with respect to health insurance products, the use of life insurance as a funding mechanism for deferred compensation and business succession planning and the advantages and disadvantages of self-insuring certain benefits.
Sarah advises clients across all industries including both for-profit and nonprofit organizations with respect to compliance with complex employee benefits regulations and employee stock ownership plans (ESOPs). She works closely with clients to design benefits plans that maintain compliance with federal law and assists employers involved with the U.S. Department of Labor (DOL) or Internal Revenue Service (IRS) audits or reviews.
