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Patricia Matzye

Patricia Matzye



Illustrative Matters

Qualified Plans

Prepared IRS submissions under the Employee Plans Compliance Resolution System to remedy plan nondiscrimination testing failures resulting from the sponsor’s retroactive disqualification as a “separate line of business.”

Advised plan fiduciary committee in its lawsuit against plan administrator for breach of duty in connection with mismanagement of a plan loan program.

Plan Assets Consulted with a real estate operating company that develops commercial properties in Russia to structure acquisitions that would attract pension plan investors.

Advise private investment companies regarding ERISA fiduciary requirements.

Corporate Transactions Merged seven separate profit sharing plans into a single plan in anticipation of the sale of the corporate sponsor.

Advised clients about multi-employer pension plan withdrawal liabilities.

Executive Compensation Prepared employee stock purchase plans, stock option plans and non-qualified deferred compensation plans for public and privately-held companies.

Advised employers issuing options in foreign parent company stock to U.S. employees.

Welfare Benefits Terminated a voluntary employees’ beneficiary association.

Advised clients on the establishment and administration of flexible spending plans.

Prepared privacy policies for group health plans to comply with HIPAA requirements.

Education

  • B.A., 1973 St. John's University (cum laude, Education, Social Studies)
  • M.A., 1977 New York University (History)
  • J.D., 1988 Fordham University School of Law (Urban Law Journal, Moot Court)

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