Kellie assists plan sponsors with navigating complex regulatory requirements related to their health and welfare, retirement and executive compensation arrangements, including requirements under the Employee Retirement Income Security Act (ERISA), the Internal Revenue Code (the Code), the Affordable Care Act (ACA), the Consolidated Omnibus Budget Reconciliation Act (COBRA) and the Health Insurance Portability and Accountability Act (HIPAA). She also reviews and negotiates the ERISA-related provisions of proposed pension plan investments on behalf of large pension funds.
Kellie routinely prepares plan documents, reviews agreements with third-party administrators and vendors, and advises on issues related to plan administration, including correction of retirement plan errors. She also provides guidance on plan fiduciary and governance considerations, including those specific to multiple employer welfare arrangements (MEWAs) and association health plans.
In addition, Kellie assists employers with the creation of employer-assisted public charities, foundations, and programs that are designed to provide aid to employees and their families who have been negatively impacted by financial hardship, disaster, or emergency declaration, such as COVID-19. Kellie counsels employers on program design and compliance with applicable IRS rules, including Code section 139 qualified disaster payments, and prepares formal program documents and employee application materials.
May 3, 2021
January 13, 2021
October 2, 2020
August 11, 2020
July 22, 2020
June 12, 2020
March 2, 2020
August 2, 2019
April 12, 2019
University of Louisville, Louis D. Brandeis School of Law, J.D., 2017, magna cum laude
Murray State University, B.A., English and Sociology, 2014, summa cum laude, Honors Program
Top Grade Awards, Employment Law, Dispute Resolution, Torts II, Basic Legal Skills
Samuel L. Greenbaum Excellence in Legal Writing Award
Member of the National Championship Team, Robert F. Wagner Labor and Employment Law Moot Court Competition, New York Law School, 2016
Chair Elect, Kentucky Bar Association, Tax Section, 2020-2021
Board member, Apron, Inc.
Law Alumni Council Member, University of Louisville Brandeis School of Law, 2019-2022
Secretary, Kentucky Bar Association, Tax Section, 2019-2020
Young Professionals Association of Louisville (YPAL), Secretary and General Counsel, 2018-2019
Farnsley by 40 (Fund for the Arts), 2018-2020
Kentucky Bar Association, Member
Louisville Bar Association, Member
Brandeis Honor Society, Top 5% of Law School Class